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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 | $26,717 | $53,774-50.3% | $134,162-80.1% | $79,852-66.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 16.75% | 19.01%-2.3pp | 36.35%-19.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $319 | $1,322-75.9% | $3,705-91.4% | $2,471-87.1% |
| Participant deferral / active EE | $1,207 | $2,420-50.1% | $3,500-65.5% | $3,740-67.7% |
| Admin fee / account holder | $876 | $3,985-78.0% | $6,685-86.9% | $5,306-83.5% |