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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 | $22,876 | $85,171-73.1% | $172,753-86.8% | $72,976-68.7% |
| Participation rate | 74.4% | 70.1%+4.3pp | 82.6%-8.3pp | 69.5%+4.9pp |
| Annual return | 20.86% | 27.32%-6.5pp | 803.00%-782.1pp | 81.02%-60.2pp |
| Employer contribution / active EE | $932 | $3,324-72.0% | $5,144-81.9% | $2,440-61.8% |
| Participant deferral / active EE | $1,395 | $3,260-57.2% | $5,198-73.2% | $3,608-61.3% |
| Admin fee / account holder | $3,900 | $5,880-33.7% | $13,956-72.1% | $5,124-23.9% |