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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 | $25,260 | $48,078-47.5% | $78,676-67.9% | $62,881-59.8% |
| Participation rate | 71.9% | 65.2%+6.7pp | 73.6%-1.7pp | 69.3%+2.6pp |
| Annual return | 9.54% | 31.36%-21.8pp | 62.19%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,297 | $2,015-35.6% | $2,850-54.5% | $2,281-43.1% |
| Participant deferral / active EE | $1,705 | $2,587-34.1% | $3,517-51.5% | $3,203-46.8% |
| Admin fee / account holder | $1,544 | $3,206-51.8% | $4,510-65.8% | $4,296-64.1% |