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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 | $28,793 | $43,075-33.2% | $74,577-61.4% | $62,881-54.2% |
| Participation rate | 79.4% | 58.1%+21.4pp | 68.1%+11.3pp | 69.3%+10.1pp |
| Annual return | 9.72% | 17.50%-7.8pp | 20.47%-10.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,471 | $1,498-1.8% | $2,525-41.8% | $2,281-35.5% |
| Participant deferral / active EE | $1,629 | $2,389-31.8% | $3,458-52.9% | $3,203-49.1% |
| Admin fee / account holder | $720 | $2,840-74.7% | $4,138-82.6% | $4,296-83.2% |