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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 | $33,325 | $81,358-59.0% | $155,556-78.6% | $80,959-58.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.97% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $530 | $3,106-83.0% | $4,675-88.7% | $2,757-80.8% |
| Participant deferral / active EE | $1,780 | $3,455-48.5% | $5,631-68.4% | $4,300-58.6% |
| Admin fee / account holder | $912 | $7,994-88.6% | $15,885-94.3% | $6,925-86.8% |