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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 | $27,156 | $65,712-58.7% | $57,196-52.5% | $273,972-90.1% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 6.55% | 22.01%-15.5pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,116 | $3,280-66.0% | $2,683-58.4% | $4,869-77.1% |
| Participant deferral / active EE | $1,339 | $3,782-64.6% | $3,096-56.8% | $5,287-74.7% |
| Admin fee / account holder | $536 | $4,838-88.9% | $3,141-82.9% | $10,133-94.7% |