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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 | $55,457-60.6% | $77,361-71.7% | $94,015-76.7% |
| Participation rate | 96.0% | 69.8%+26.2pp | 75.0%+21.0pp | 70.8%+25.2pp |
| Annual return | 10.94% | 15.57%-4.6pp | 1011.54%-1000.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $627 | $2,255-72.2% | $2,990-79.0% | $2,790-77.5% |
| Participant deferral / active EE | $2,834 | $3,069-7.7% | $3,911-27.5% | $4,249-33.3% |
| Admin fee / account holder | $394 | $4,334-90.9% | $5,894-93.3% | $8,951-95.6% |