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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 | $20,491 | $48,078-57.4% | $78,676-74.0% | $62,881-67.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.75% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $715 | $2,015-64.5% | $2,850-74.9% | $2,281-68.6% |
| Participant deferral / active EE | $1,790 | $2,587-30.8% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $1,726 | $3,206-46.2% | $4,510-61.7% | $4,296-59.8% |