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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 | $24,394 | $39,132-37.7% | $57,196-57.4% | $62,881-61.2% |
| Participation rate | 70.5% | 70.5%0pp | 75.3%-4.9pp | 69.3%+1.1pp |
| Annual return | 6.74% | 9.24%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $881 | $1,874-53.0% | $2,683-67.2% | $2,281-61.4% |
| Participant deferral / active EE | $1,134 | $2,374-52.2% | $3,096-63.4% | $3,203-64.6% |
| Admin fee / account holder | $3,314 | $2,594+27.8% | $3,141+5.5% | $4,296-22.9% |