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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 | $81,233-59.0% | $155,567-78.6% | $80,874-58.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.97% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $530 | $3,101-82.9% | $4,674-88.7% | $2,756-80.8% |
| Participant deferral / active EE | $1,780 | $3,452-48.4% | $5,628-68.4% | $4,297-58.6% |
| Admin fee / account holder | $912 | $7,998-88.6% | $15,916-94.3% | $6,935-86.8% |