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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 | $14,849 | $46,599-68.1% | $64,101-76.8% | $75,173-80.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.64% | 26.06%-10.4pp | 33.72%-18.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $586 | $1,975-70.3% | $2,749-78.7% | $2,671-78.1% |
| Participant deferral / active EE | $1,040 | $2,837-63.3% | $3,881-73.2% | $4,126-74.8% |
| Admin fee / account holder | $2,772 | $2,956-6.2% | $3,070-9.7% | $5,651-50.9% |