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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 | $12,721 | $39,132-67.5% | $57,196-77.8% | $62,881-79.8% |
| Participation rate | 84.5% | 70.5%+14.0pp | 75.3%+9.2pp | 69.3%+15.2pp |
| Annual return | 7.37% | 9.24%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,556 | $1,874-16.9% | $2,683-42.0% | $2,281-31.8% |
| Participant deferral / active EE | $1,702 | $2,374-28.3% | $3,096-45.0% | $3,203-46.9% |
| Admin fee / account holder | $3,697 | $2,594+42.5% | $3,141+17.7% | $4,296-13.9% |