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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 | $17,763 | $50,554-64.9% | $67,681-73.8% | $87,485-79.7% |
| Participation rate | 71.4% | 67.7%+3.7pp | 73.7%-2.3pp | 68.9%+2.5pp |
| Annual return | 13.78% | 17.81%-4.0pp | 590.58%-576.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $517 | $1,988-74.0% | $2,678-80.7% | $2,596-80.1% |
| Participant deferral / active EE | $1,280 | $2,961-56.8% | $3,976-67.8% | $4,274-70.0% |
| Admin fee / account holder | $2,321 | $4,132-43.8% | $6,100-61.9% | $7,775-70.1% |