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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,368 | $48,570-51.9% | $130,660-82.1% | $72,975-68.0% |
| Participation rate | 74.5% | 58.6%+15.9pp | 71.7%+2.8pp | 69.5%+5.0pp |
| Annual return | 19.91% | 38.63%-18.7pp | 1709.29%-1689.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,014 | $1,334-24.0% | $4,092-75.2% | $2,440-58.4% |
| Participant deferral / active EE | $3,107 | $2,384+30.3% | $3,603-13.8% | $3,608-13.9% |
| Admin fee / account holder | $387 | $3,549-89.1% | $5,463-92.9% | $5,124-92.5% |