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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 | $22,694 | $57,140-60.3% | $85,240-73.4% | $80,959-72.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 26.05% | 21.71%+4.3pp | 66.75%-40.7pp | 35.67%-9.6pp |
| Employer contribution / active EE | $550 | $1,802-69.5% | $2,735-79.9% | $2,757-80.0% |
| Participant deferral / active EE | $1,520 | $3,115-51.2% | $4,527-66.4% | $4,300-64.7% |
| Admin fee / account holder | $701 | $4,992-86.0% | $6,165-88.6% | $6,925-89.9% |