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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 | $14,748 | $45,043-67.3% | $63,005-76.6% | $70,124-79.0% |
| Participation rate | 92.8% | 69.5%+23.2pp | 74.8%+17.9pp | 69.5%+23.2pp |
| Annual return | 13.00% | 18.76%-5.8pp | 87.59%-74.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $481 | $2,052-76.6% | $2,760-82.6% | $2,342-79.5% |
| Participant deferral / active EE | $1,469 | $2,466-40.4% | $3,329-55.9% | $3,332-55.9% |
| Admin fee / account holder | $727 | $2,833-74.3% | $3,599-79.8% | $4,645-84.4% |