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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 | $27,214 | $39,132-30.5% | $57,196-52.4% | $62,881-56.7% |
| Participation rate | 77.4% | 70.5%+6.9pp | 75.3%+2.1pp | 69.3%+8.1pp |
| Annual return | 5.94% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,677 | $1,874-10.5% | $2,683-37.5% | $2,281-26.5% |
| Participant deferral / active EE | $2,529 | $2,374+6.5% | $3,096-18.3% | $3,203-21.0% |
| Admin fee / account holder | $23,640 | $2,594+811.3% | $3,141+652.7% | $4,296+450.3% |