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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 | $11,846 | $58,627-79.8% | $76,735-84.6% | $82,448-85.6% |
| Participation rate | 79.0% | 63.2%+15.8pp | 69.5%+9.5pp | 68.1%+11.0pp |
| Annual return | 13.46% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,818 | $1,729+5.1% | $2,454-25.9% | $2,551-28.7% |
| Participant deferral / active EE | $2,275 | $3,134-27.4% | $4,088-44.3% | $4,139-45.0% |
| Admin fee / account holder | $3,201 | $5,323-39.9% | $7,189-55.5% | $7,234-55.8% |