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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 | $13,366 | $45,087-70.4% | $69,483-80.8% | $72,976-81.7% |
| Participation rate | 85.3% | 68.5%+16.8pp | 74.6%+10.7pp | 69.5%+15.8pp |
| Annual return | 21.97% | 22.67%-0.7pp | 28.99%-7.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,817 | $2,055-11.6% | $2,780-34.6% | $2,440-25.5% |
| Participant deferral / active EE | $2,337 | $2,603-10.2% | $3,537-33.9% | $3,608-35.2% |
| Admin fee / account holder | $1,462 | $3,057-52.2% | $3,841-61.9% | $5,124-71.5% |