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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 | $21,866 | $50,554-56.7% | $67,681-67.7% | $87,485-75.0% |
| Participation rate | 96.0% | 67.7%+28.3pp | 73.7%+22.3pp | 68.9%+27.1pp |
| Annual return | 10.94% | 17.81%-6.9pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $627 | $1,988-68.5% | $2,678-76.6% | $2,596-75.8% |
| Participant deferral / active EE | $2,834 | $2,961-4.3% | $3,976-28.7% | $4,274-33.7% |
| Admin fee / account holder | $394 | $4,132-90.5% | $6,100-93.5% | $7,775-94.9% |