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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 | $42,598 | $77,416-45.0% | $69,464-38.7% | $152,897-72.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.38% | 39.08%-15.7pp | 28.98%-5.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $507 | $3,315-84.7% | $2,779-81.8% | $4,764-89.4% |
| Participant deferral / active EE | $1,013 | $4,413-77.1% | $3,536-71.4% | $5,851-82.7% |
| Admin fee / account holder | $1,188 | $6,208-80.9% | $3,840-69.1% | $11,599-89.8% |