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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 | $49,998 | $78,670-36.4% | $109,173-54.2% | $85,847-41.8% |
| Participation rate | 82.5% | 68.3%+14.2pp | 75.9%+6.6pp | 69.3%+13.2pp |
| Annual return | 12.53% | 25.09%-12.6pp | 25.75%-13.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,000 | $2,734-63.4% | $3,723-73.1% | $2,565-61.0% |
| Participant deferral / active EE | $3,093 | $3,467-10.8% | $4,654-33.5% | $3,952-21.7% |
| Admin fee / account holder | $6,815 | $5,469+24.6% | $6,755+0.9% | $6,261+8.9% |