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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 | $57,073-60.2% | $85,126-73.3% | $80,925-72.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 26.05% | 21.69%+4.4pp | 66.63%-40.6pp | 35.65%-9.6pp |
| Employer contribution / active EE | $550 | $1,801-69.4% | $2,731-79.9% | $2,756-80.0% |
| Participant deferral / active EE | $1,520 | $3,113-51.2% | $4,523-66.4% | $4,299-64.6% |
| Admin fee / account holder | $701 | $4,988-85.9% | $6,160-88.6% | $6,940-89.9% |