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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 | $13,418 | $48,053-72.1% | $84,628-84.1% | $72,975-81.6% |
| Participation rate | 97.0% | 57.6%+39.4pp | 68.2%+28.7pp | 69.5%+27.5pp |
| Annual return | 24.10% | 37.39%-13.3pp | 258.80%-234.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $778 | $1,602-51.4% | $2,653-70.7% | $2,440-68.1% |
| Participant deferral / active EE | $2,421 | $2,681-9.7% | $3,900-37.9% | $3,608-32.9% |
| Admin fee / account holder | $639 | $3,395-81.2% | $4,914-87.0% | $5,124-87.5% |