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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 | $8,023 | $76,407-89.5% | $150,298-94.7% | $82,448-90.3% |
| Participation rate | 79.5% | 66.4%+13.1pp | 77.8%+1.8pp | 68.1%+11.5pp |
| Annual return | 32.39% | 39.99%-7.6pp | 62.79%-30.4pp | 41.64%-9.2pp |
| Employer contribution / active EE | $874 | $2,614-66.6% | $4,154-79.0% | $2,551-65.7% |
| Participant deferral / active EE | $1,604 | $3,214-50.1% | $5,453-70.6% | $4,139-61.3% |
| Admin fee / account holder | $1,661 | $6,352-73.8% | $14,116-88.2% | $7,234-77.0% |