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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 | $19,225 | $84,236-77.2% | $170,435-88.7% | $70,126-72.6% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 13.40% | 23.06%-9.7pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $606 | $3,387-82.1% | $5,432-88.9% | $2,343-74.1% |
| Participant deferral / active EE | $2,524 | $3,086-18.2% | $4,939-48.9% | $3,332-24.2% |
| Admin fee / account holder | $1,987 | $5,698-65.1% | $13,881-85.7% | $4,645-57.2% |