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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 | $25,266 | $53,128-52.4% | $86,582-70.8% | $70,126-64.0% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 19.44% | 27.66%-8.2pp | 965.08%-945.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $726 | $2,068-64.9% | $2,839-74.4% | $2,343-69.0% |
| Participant deferral / active EE | $1,661 | $2,695-38.4% | $3,609-54.0% | $3,332-50.1% |
| Admin fee / account holder | $3,884 | $3,584+8.4% | $4,904-20.8% | $4,645-16.4% |