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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 | $20,030 | $75,962-73.6% | $154,108-87.0% | $64,173-68.8% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | 7.13% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $501 | $3,350-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $1,194 | $3,175-62.4% | $5,081-76.5% | $3,470-65.6% |
| Admin fee / account holder | $715 | $5,589-87.2% | $13,411-94.7% | $4,887-85.4% |