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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 | $18,548 | $45,050-58.8% | $63,018-70.6% | $70,126-73.5% |
| Participation rate | 98.4% | 69.5%+28.9pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 11.83% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,806 | $2,052-12.0% | $2,761-34.6% | $2,343-22.9% |
| Participant deferral / active EE | $1,223 | $2,466-50.4% | $3,330-63.3% | $3,332-63.3% |
| Admin fee / account holder | $849 | $2,834-70.0% | $3,601-76.4% | $4,645-81.7% |