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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 | $25,581 | $65,440-60.9% | $98,506-74.0% | $85,851-70.2% |
| Participation rate | 97.9% | 65.0%+32.9pp | 73.3%+24.6pp | 69.3%+28.6pp |
| Annual return | 14.36% | 21.75%-7.4pp | 1494.92%-1480.6pp | 318.63%-304.3pp |
| Employer contribution / active EE | $1,273 | $2,169-41.3% | $2,961-57.0% | $2,565-50.4% |
| Participant deferral / active EE | $2,456 | $3,168-22.5% | $4,277-42.6% | $3,952-37.8% |
| Admin fee / account holder | $415 | $4,596-91.0% | $5,955-93.0% | $6,261-93.4% |