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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 | $18,030 | $56,063-67.8% | $76,051-76.3% | $80,911-77.7% |
| Participation rate | 90.0% | 62.0%+28.0pp | 69.1%+20.9pp | 67.6%+22.4pp |
| Annual return | 14.25% | 20.54%-6.3pp | 360.42%-346.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $403 | $1,874-78.5% | $2,690-85.0% | $2,756-85.4% |
| Participant deferral / active EE | $1,134 | $3,052-62.8% | $4,257-73.4% | $4,297-73.6% |
| Admin fee / account holder | $1,169 | $5,240-77.7% | $6,416-81.8% | $6,935-83.1% |