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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 | $27,441 | $45,050-39.1% | $63,018-56.5% | $70,126-60.9% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $844 | $2,052-58.9% | $2,761-69.4% | $2,343-64.0% |
| Participant deferral / active EE | $1,061 | $2,466-57.0% | $3,330-68.1% | $3,332-68.2% |
| Admin fee / account holder | $548 | $2,834-80.7% | $3,601-84.8% | $4,645-88.2% |