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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 | $25,683 | $84,236-69.5% | $170,435-84.9% | $70,126-63.4% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 12.15% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $700 | $3,387-79.3% | $5,432-87.1% | $2,343-70.1% |
| Participant deferral / active EE | $1,198 | $3,086-61.2% | $4,939-75.8% | $3,332-64.1% |
| Admin fee / account holder | $441 | $5,698-92.3% | $13,881-96.8% | $4,645-90.5% |