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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 | $21,378 | $110,303-80.6% | $95,759-77.7% | $139,487-84.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.54% | 27.19%-8.7pp | 28.42%-9.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $915 | $3,261-71.9% | $2,836-67.7% | $4,755-80.7% |
| Participant deferral / active EE | $1,067 | $4,674-77.2% | $4,244-74.9% | $6,713-84.1% |
| Admin fee / account holder | $560 | $6,615-91.5% | $5,678-90.1% | $11,407-95.1% |