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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 | $25,652 | $63,365-59.5% | $91,994-72.1% | $72,975-64.8% |
| Participation rate | 78.3% | 72.5%+5.8pp | 78.6%-0.3pp | 69.5%+8.8pp |
| Annual return | 26.85% | 35.35%-8.5pp | 69.04%-42.2pp | 81.01%-54.2pp |
| Employer contribution / active EE | $1,617 | $2,116-23.6% | $3,453-53.2% | $2,440-33.7% |
| Participant deferral / active EE | $4,337 | $4,883-11.2% | $5,924-26.8% | $3,608+20.2% |
| Admin fee / account holder | $1,842 | $4,670-60.5% | $7,744-76.2% | $5,124-64.0% |