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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 | $10,517 | $48,337-78.2% | $67,560-84.4% | $80,959-87.0% |
| Participation rate | 76.2% | 66.4%+9.8pp | 72.9%+3.3pp | 67.7%+8.5pp |
| Annual return | 14.94% | 18.26%-3.3pp | 3533.50%-3518.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $578 | $2,023-71.4% | $2,737-78.9% | $2,757-79.0% |
| Participant deferral / active EE | $1,096 | $2,928-62.6% | $4,004-72.6% | $4,300-74.5% |
| Admin fee / account holder | $749 | $3,695-79.7% | $3,994-81.2% | $6,925-89.2% |