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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 | $24,512 | $85,171-71.2% | $172,753-85.8% | $72,976-66.4% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.6%-6.5pp | 69.5%+6.7pp |
| Annual return | 23.18% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,442 | $3,324-56.6% | $5,144-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,360 | $3,260-27.6% | $5,198-54.6% | $3,608-34.6% |
| Admin fee / account holder | $1,313 | $5,880-77.7% | $13,956-90.6% | $5,124-74.4% |