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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 | $22,041 | $56,110-60.7% | $94,993-76.8% | $70,126-68.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 13.00% | 51.02%-38.0pp | 27.14%-14.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $871 | $1,442-39.6% | $2,603-66.6% | $2,343-62.8% |
| Participant deferral / active EE | $1,280 | $2,391-46.5% | $3,317-61.4% | $3,332-61.6% |
| Admin fee / account holder | $561 | $3,456-83.8% | $4,960-88.7% | $4,645-87.9% |