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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 | $16,118 | $90,509-82.2% | $78,693-79.5% | $273,968-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.36% | 75.61%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $702 | $3,175-77.9% | $2,850-75.4% | $4,869-85.6% |
| Participant deferral / active EE | $3,366 | $3,901-13.7% | $3,517-4.3% | $5,287-36.3% |
| Admin fee / account holder | $4,068 | $5,264-22.7% | $4,511-9.8% | $10,132-59.9% |