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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 | $15,732 | $45,041-65.1% | $63,003-75.0% | $70,131-77.6% |
| Participation rate | 97.7% | 69.5%+28.1pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 19.99% | 18.76%+1.2pp | 87.59%-67.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,905 | $2,052-7.2% | $2,760-31.0% | $2,342-18.7% |
| Participant deferral / active EE | $1,769 | $2,465-28.2% | $3,329-46.9% | $3,332-46.9% |
| Admin fee / account holder | $1,120 | $2,836-60.5% | $3,600-68.9% | $4,645-75.9% |