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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 | $12,413 | $45,041-72.4% | $63,003-80.3% | $70,131-82.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.44% | 18.76%-7.3pp | 87.59%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,181 | $2,052-42.5% | $2,760-57.2% | $2,342-49.6% |
| Participant deferral / active EE | $2,264 | $2,465-8.2% | $3,329-32.0% | $3,332-32.1% |
| Admin fee / account holder | $452 | $2,836-84.0% | $3,600-87.4% | $4,645-90.3% |