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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 | $31,050 | $45,343-31.5% | $150,298-79.3% | $67,986-54.3% |
| Participation rate | 77.9% | 51.9%+26.0pp | 77.8%+0.1pp | 57.2%+20.7pp |
| Annual return | 12.17% | 33.28%-21.1pp | 62.79%-50.6pp | 31.67%-19.5pp |
| Employer contribution / active EE | $568 | $1,462-61.2% | $4,154-86.3% | $2,019-71.9% |
| Participant deferral / active EE | $755 | $2,055-63.2% | $5,453-86.1% | $3,358-77.5% |
| Admin fee / account holder | $2,357 | $2,250+4.8% | $14,116-83.3% | $3,203-26.4% |