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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 | $25,483 | $84,236-69.7% | $170,435-85.0% | $70,126-63.7% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,552 | $3,387-24.7% | $5,432-53.0% | $2,343+8.9% |
| Participant deferral / active EE | $1,358 | $3,086-56.0% | $4,939-72.5% | $3,332-59.3% |
| Admin fee / account holder | $2,214 | $5,698-61.1% | $13,881-84.0% | $4,645-52.3% |