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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 | $18,952 | $77,638-75.6% | $156,551-87.9% | $62,881-69.9% |
| Participation rate | 85.9% | 71.2%+14.7pp | 84.0%+1.9pp | 69.3%+16.6pp |
| Annual return | 4.74% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,510 | $3,444-56.1% | $5,501-72.5% | $2,281-33.8% |
| Participant deferral / active EE | $1,106 | $3,046-63.7% | $4,871-77.3% | $3,203-65.5% |
| Admin fee / account holder | $2,651 | $5,561-52.3% | $13,028-79.7% | $4,296-38.3% |