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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 | $16,745 | $64,920-74.2% | $103,693-83.9% | $86,983-80.7% |
| Participation rate | 86.7% | 63.6%+23.1pp | 72.6%+14.0pp | 69.5%+17.1pp |
| Annual return | 13.02% | 30.29%-17.3pp | 47.61%-34.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $296 | $2,141-86.2% | $2,920-89.9% | $2,584-88.5% |
| Participant deferral / active EE | $2,185 | $3,241-32.6% | $4,579-52.3% | $4,194-47.9% |
| Admin fee / account holder | $757 | $6,191-87.8% | $7,858-90.4% | $7,856-90.4% |