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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 | $14,018 | $45,050-68.9% | $63,018-77.8% | $70,126-80.0% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 14.00% | 18.76%-4.8pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,513 | $2,052+22.5% | $2,761-9.0% | $2,343+7.3% |
| Participant deferral / active EE | $1,489 | $2,466-39.6% | $3,330-55.3% | $3,332-55.3% |
| Admin fee / account holder | $458 | $2,834-83.8% | $3,601-87.3% | $4,645-90.1% |