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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 | $35,730 | $89,367-60.0% | $141,191-74.7% | $72,975-51.0% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.1pp |
| Annual return | 21.30% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,419 | $3,115-54.4% | $4,736-70.0% | $2,440-41.8% |
| Participant deferral / active EE | $3,434 | $5,419-36.6% | $6,710-48.8% | $3,608-4.8% |
| Admin fee / account holder | $590 | $5,957-90.1% | $10,264-94.3% | $5,124-88.5% |