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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 | $19,414 | $49,249-60.6% | $70,476-72.5% | $79,852-75.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.05% | 30.09%-24.0pp | 109.12%-103.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $391 | $2,100-81.4% | $2,738-85.7% | $2,471-84.2% |
| Participant deferral / active EE | $2,057 | $2,769-25.7% | $3,710-44.6% | $3,740-45.0% |
| Admin fee / account holder | $903 | $2,878-68.6% | $3,847-76.5% | $5,306-83.0% |