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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 | $13,808 | $77,638-82.2% | $156,552-91.2% | $62,881-78.0% |
| Participation rate | 89.1% | 71.2%+17.9pp | 84.0%+5.1pp | 69.3%+19.8pp |
| Annual return | 5.11% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,303 | $3,444-62.2% | $5,501-76.3% | $2,281-42.9% |
| Participant deferral / active EE | $1,429 | $3,046-53.1% | $4,871-70.7% | $3,203-55.4% |
| Admin fee / account holder | $821 | $5,561-85.2% | $13,028-93.7% | $4,296-80.9% |