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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 | $25,066 | $77,638-67.7% | $156,551-84.0% | $62,881-60.1% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 8.91% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,098 | $3,444-68.1% | $5,501-80.0% | $2,281-51.9% |
| Participant deferral / active EE | $3,756 | $3,046+23.3% | $4,871-22.9% | $3,203+17.3% |
| Admin fee / account holder | $1,560 | $5,561-71.9% | $13,028-88.0% | $4,296-63.7% |