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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 | $9,689 | $36,948-73.8% | $73,658-86.8% | $87,485-88.9% |
| Participation rate | 80.0% | 46.8%+33.2pp | 57.0%+23.0pp | 68.9%+11.1pp |
| Annual return | 15.54% | 28.64%-13.1pp | 29.72%-14.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,929 | $1,379+39.9% | $2,062-6.4% | $4,274-54.9% |
| Admin fee / account holder | $1,022 | $2,531-59.6% | $3,357-69.5% | $7,775-86.9% |