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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 | $26,429 | $48,337-45.3% | $67,560-60.9% | $80,959-67.4% |
| Participation rate | 85.3% | 66.4%+18.9pp | 72.9%+12.4pp | 67.7%+17.6pp |
| Annual return | 15.88% | 18.26%-2.4pp | 3533.50%-3517.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $798 | $2,023-60.5% | $2,737-70.8% | $2,757-71.1% |
| Participant deferral / active EE | $801 | $2,928-72.6% | $4,004-80.0% | $4,300-81.4% |
| Admin fee / account holder | $2,277 | $3,695-38.4% | $3,994-43.0% | $6,925-67.1% |