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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 | $48,284-45.3% | $67,524-60.9% | $80,911-67.3% |
| Participation rate | 85.3% | 66.4%+18.9pp | 72.9%+12.4pp | 67.6%+17.6pp |
| Annual return | 15.88% | 18.27%-2.4pp | 3519.41%-3503.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $798 | $2,021-60.5% | $2,734-70.8% | $2,756-71.0% |
| Participant deferral / active EE | $801 | $2,927-72.6% | $4,001-80.0% | $4,297-81.4% |
| Admin fee / account holder | $2,277 | $3,688-38.3% | $4,001-43.1% | $6,935-67.2% |