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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 | $14,655 | $55,453-73.6% | $170,435-91.4% | $62,293-76.5% |
| Participation rate | 81.8% | 66.4%+15.4pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 13.77% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $545 | $2,164-74.8% | $5,432-90.0% | $2,042-73.3% |
| Participant deferral / active EE | $1,149 | $2,303-50.1% | $4,939-76.7% | $3,169-63.8% |
| Admin fee / account holder | $972 | $455+113.6% | $13,881-93.0% | $479+102.8% |