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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 | $15,211 | $91,179-83.3% | $178,499-91.5% | $79,852-81.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 15.14% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $874 | $3,256-73.2% | $5,011-82.6% | $2,471-64.6% |
| Participant deferral / active EE | $2,069 | $3,236-36.0% | $5,202-60.2% | $3,740-44.7% |
| Admin fee / account holder | $1,224 | $6,749-81.9% | $13,986-91.2% | $5,306-76.9% |