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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 | $21,175 | $48,011-55.9% | $63,803-66.8% | $82,637-74.4% |
| Participation rate | 76.4% | 66.6%+9.8pp | 72.7%+3.7pp | 68.1%+8.3pp |
| Annual return | 15.62% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $731 | $1,904-61.6% | $2,532-71.1% | $2,552-71.4% |
| Participant deferral / active EE | $2,538 | $2,846-10.8% | $3,843-34.0% | $4,126-38.5% |
| Admin fee / account holder | $424 | $3,873-89.1% | $5,196-91.8% | $7,339-94.2% |