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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 | $6,055 | $51,638-88.3% | $68,368-91.1% | $82,448-92.7% |
| Participation rate | 71.0% | 63.6%+7.4pp | 73.8%-2.8pp | 68.1%+2.9pp |
| Annual return | 29.24% | 37.53%-8.3pp | 292.57%-263.3pp | 41.64%-12.4pp |
| Employer contribution / active EE | $650 | $2,047-68.2% | $2,649-75.5% | $2,551-74.5% |
| Participant deferral / active EE | $1,338 | $2,914-54.1% | $4,123-67.5% | $4,139-67.7% |
| Admin fee / account holder | $1,471 | $4,643-68.3% | $5,150-71.4% | $7,234-79.7% |