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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 | $26,754 | $100,970-73.5% | $96,576-72.3% | $137,256-80.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.48% | 38.16%-14.7pp | 38.47%-15.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,456 | $3,809-61.8% | $3,553-59.0% | $4,156-65.0% |
| Participant deferral / active EE | $11,618 | $8,286+40.2% | $7,956+46.0% | $6,407+81.3% |
| Admin fee / account holder | $914 | $11,312-91.9% | $11,381-92.0% | $12,270-92.6% |