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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 | $25,875 | $85,171-69.6% | $172,753-85.0% | $72,976-64.5% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 27.97% | 27.32%+0.6pp | 803.00%-775.0pp | 81.02%-53.1pp |
| Employer contribution / active EE | $1,808 | $3,324-45.6% | $5,144-64.9% | $2,440-25.9% |
| Participant deferral / active EE | $2,259 | $3,260-30.7% | $5,198-56.5% | $3,608-37.4% |
| Admin fee / account holder | $1,524 | $5,880-74.1% | $13,956-89.1% | $5,124-70.3% |