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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 | $41,870 | $89,367-53.1% | $141,191-70.3% | $72,975-42.6% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 24.92% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,232 | $3,115-60.4% | $4,736-74.0% | $2,440-49.5% |
| Participant deferral / active EE | $5,088 | $5,419-6.1% | $6,710-24.2% | $3,608+41.0% |
| Admin fee / account holder | $1,713 | $5,957-71.2% | $10,264-83.3% | $5,124-66.6% |