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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 | $19,225 | $48,284-60.2% | $67,524-71.5% | $80,911-76.2% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.6%+28.4pp |
| Annual return | 14.75% | 18.27%-3.5pp | 3519.41%-3504.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $644 | $2,021-68.2% | $2,734-76.4% | $2,756-76.6% |
| Participant deferral / active EE | $2,743 | $2,927-6.3% | $4,001-31.4% | $4,297-36.2% |
| Admin fee / account holder | $767 | $3,688-79.2% | $4,001-80.8% | $6,935-88.9% |