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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 | $21,394 | $57,590-62.9% | $86,233-75.2% | $82,448-74.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.25% | 22.41%-8.2pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,235 | $1,655-25.4% | $2,504-50.7% | $2,551-51.6% |
| Participant deferral / active EE | $4,074 | $3,080+32.3% | $4,559-10.6% | $4,139-1.6% |
| Admin fee / account holder | $407 | $4,730-91.4% | $8,342-95.1% | $7,234-94.4% |