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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 | $12,458 | $81,233-84.7% | $155,567-92.0% | $80,874-84.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.43% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $718 | $3,101-76.9% | $4,674-84.6% | $2,756-74.0% |
| Participant deferral / active EE | $2,379 | $3,452-31.1% | $5,628-57.7% | $4,297-44.6% |
| Admin fee / account holder | $1,697 | $7,998-78.8% | $15,916-89.3% | $6,935-75.5% |