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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 | $27,771 | $64,359-56.8% | $90,161-69.2% | $70,126-60.4% |
| Participation rate | 78.1% | 70.4%+7.7pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 18.46% | 28.13%-9.7pp | 34.89%-16.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,656 | $2,046-19.0% | $3,318-50.1% | $2,343-29.3% |
| Participant deferral / active EE | $2,807 | $4,389-36.0% | $5,287-46.9% | $3,332-15.7% |
| Admin fee / account holder | $1,488 | $3,945-62.3% | $5,943-75.0% | $4,645-68.0% |