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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 | $21,368 | $49,177-56.5% | $79,467-73.1% | $64,173-66.7% |
| Participation rate | 80.7% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | 7.65% | -1.16%+8.8pp | 718.30%-710.7pp | 7.63%0pp |
| Employer contribution / active EE | $1,170 | $2,076-43.6% | $2,800-58.2% | $2,381-50.9% |
| Participant deferral / active EE | $863 | $2,821-69.4% | $3,704-76.7% | $3,470-75.1% |
| Admin fee / account holder | $693 | $3,839-81.9% | $5,104-86.4% | $4,887-85.8% |