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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 | $18,751 | $75,962-75.3% | $154,108-87.8% | $64,173-70.8% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | 20.82% | 30.32%-9.5pp | 735.21%-714.4pp | 7.63%+13.2pp |
| Employer contribution / active EE | $3,747 | $3,350+11.8% | $5,298-29.3% | $2,381+57.4% |
| Participant deferral / active EE | $2,492 | $3,175-21.5% | $5,081-51.0% | $3,470-28.2% |
| Admin fee / account holder | $2,960 | $5,589-47.0% | $13,411-77.9% | $4,887-39.4% |