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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 | $24,215 | $69,230-65.0% | $64,085-62.2% | $139,427-82.6% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 15.64% | 45.89%-30.2pp | 33.69%-18.1pp | 373.27%-357.6pp |
| Employer contribution / active EE | $1,818 | $3,182-42.9% | $2,747-33.8% | $4,752-61.7% |
| Participant deferral / active EE | $4,977 | $4,681+6.3% | $3,881+28.2% | $6,711-25.8% |
| Admin fee / account holder | $2,023 | $4,246-52.3% | $3,069-34.1% | $11,404-82.3% |