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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 | $11,794 | $36,948-68.1% | $73,658-84.0% | $87,485-86.5% |
| Participation rate | 81.8% | 46.8%+35.0pp | 57.0%+24.8pp | 68.9%+12.9pp |
| Annual return | 15.52% | 28.64%-13.1pp | 29.72%-14.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,558 | $670+281.7% | $1,032+147.7% | $2,596-1.5% |
| Participant deferral / active EE | $1,372 | $1,379-0.5% | $2,062-33.5% | $4,274-67.9% |
| Admin fee / account holder | $527 | $2,531-79.2% | $3,357-84.3% | $7,775-93.2% |