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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 | $24,993 | $95,406-73.8% | $185,849-86.6% | $85,847-70.9% |
| Participation rate | 75.4% | 68.8%+6.6pp | 81.7%-6.3pp | 69.3%+6.0pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $1,489 | $3,314-55.1% | $5,169-71.2% | $2,565-42.0% |
| Participant deferral / active EE | $1,382 | $3,424-59.6% | $5,569-75.2% | $3,952-65.0% |
| Admin fee / account holder | $2,605 | $7,214-63.9% | $16,244-84.0% | $6,261-58.4% |