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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 | $17,423 | $45,050-61.3% | $63,018-72.4% | $70,126-75.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.30% | 18.76%+2.5pp | 87.62%-66.3pp | 73.15%-51.8pp |
| Employer contribution / active EE | $2,147 | $2,052+4.6% | $2,761-22.2% | $2,343-8.4% |
| Participant deferral / active EE | $5,210 | $2,466+111.3% | $3,330+56.5% | $3,332+56.4% |
| Admin fee / account holder | $327 | $2,834-88.5% | $3,601-90.9% | $4,645-93.0% |