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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 | $11,032 | $58,275-81.1% | $81,844-86.5% | $80,935-86.4% |
| Participation rate | 96.5% | 63.5%+33.0pp | 72.4%+24.1pp | 67.7%+28.8pp |
| Annual return | 13.35% | 41.82%-28.5pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $809 | $2,346-65.5% | $2,916-72.3% | $2,757-70.7% |
| Participant deferral / active EE | $774 | $3,285-76.4% | $4,323-82.1% | $4,299-82.0% |
| Admin fee / account holder | $818 | $4,749-82.8% | $7,355-88.9% | $6,924-88.2% |