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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 | $17,954 | $45,041-60.1% | $63,003-71.5% | $70,131-74.4% |
| Participation rate | 76.5% | 69.5%+6.9pp | 74.8%+1.7pp | 69.5%+6.9pp |
| Annual return | 13.89% | 18.76%-4.9pp | 87.59%-73.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,061 | $2,052-48.3% | $2,760-61.6% | $2,342-54.7% |
| Participant deferral / active EE | $1,765 | $2,465-28.4% | $3,329-47.0% | $3,332-47.0% |
| Admin fee / account holder | $2,325 | $2,836-18.0% | $3,600-35.4% | $4,645-49.9% |