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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 | $25,632 | $85,171-69.9% | $172,753-85.2% | $72,976-64.9% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 18.95% | 27.32%-8.4pp | 803.00%-784.0pp | 81.02%-62.1pp |
| Employer contribution / active EE | $1,649 | $3,324-50.4% | $5,144-67.9% | $2,440-32.4% |
| Participant deferral / active EE | $1,842 | $3,260-43.5% | $5,198-64.6% | $3,608-48.9% |
| Admin fee / account holder | $1,932 | $5,880-67.1% | $13,956-86.2% | $5,124-62.3% |