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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 | $27,257 | $91,198-70.1% | $178,503-84.7% | $79,856-65.9% |
| Participation rate | 73.0% | 69.2%+3.8pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 11.31% | 24.20%-12.9pp | 151.12%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $876 | $3,257-73.1% | $5,011-82.5% | $2,471-64.5% |
| Participant deferral / active EE | $1,421 | $3,237-56.1% | $5,202-72.7% | $3,741-62.0% |
| Admin fee / account holder | $724 | $6,748-89.3% | $13,987-94.8% | $5,306-86.4% |