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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 | $9,421 | $57,590-83.6% | $86,233-89.1% | $82,448-88.6% |
| Participation rate | 93.3% | 57.9%+35.5pp | 69.0%+24.3pp | 68.1%+25.3pp |
| Annual return | 17.14% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $264 | $1,655-84.1% | $2,504-89.5% | $2,551-89.7% |
| Participant deferral / active EE | $2,639 | $3,080-14.3% | $4,559-42.1% | $4,139-36.3% |
| Admin fee / account holder | $1,518 | $4,730-67.9% | $8,342-81.8% | $7,234-79.0% |