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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 | $20,597 | $85,169-75.8% | $172,755-88.1% | $72,983-71.8% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 20.98% | 27.32%-6.3pp | 802.94%-782.0pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,210 | $3,324-63.6% | $5,144-76.5% | $2,440-50.4% |
| Participant deferral / active EE | $3,214 | $3,260-1.4% | $5,198-38.2% | $3,608-10.9% |
| Admin fee / account holder | $4,188 | $5,880-28.8% | $13,955-70.0% | $5,124-18.3% |