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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 | $19,222 | $81,233-76.3% | $155,567-87.6% | $80,874-76.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.66% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,351 | $3,101-24.2% | $4,674-49.7% | $2,756-14.7% |
| Participant deferral / active EE | $2,237 | $3,452-35.2% | $5,628-60.3% | $4,297-47.9% |
| Admin fee / account holder | $524 | $7,998-93.4% | $15,916-96.7% | $6,935-92.4% |