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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 | $57,057-60.2% | $85,009-73.3% | $80,874-71.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 26.05% | 21.66%+4.4pp | 66.47%-40.4pp | 35.62%-9.6pp |
| Employer contribution / active EE | $550 | $1,799-69.4% | $2,728-79.8% | $2,756-80.0% |
| Participant deferral / active EE | $1,520 | $3,112-51.1% | $4,522-66.4% | $4,297-64.6% |
| Admin fee / account holder | $701 | $4,986-85.9% | $6,153-88.6% | $6,935-89.9% |