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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 | $24,532 | $45,041-45.5% | $63,003-61.1% | $70,131-65.0% |
| Participation rate | 71.8% | 69.5%+2.3pp | 74.8%-3.0pp | 69.5%+2.3pp |
| Annual return | 12.25% | 18.76%-6.5pp | 87.59%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $556 | $2,052-72.9% | $2,760-79.9% | $2,342-76.3% |
| Participant deferral / active EE | $1,657 | $2,465-32.8% | $3,329-50.2% | $3,332-50.3% |
| Admin fee / account holder | $442 | $2,836-84.4% | $3,600-87.7% | $4,645-90.5% |