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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 | $38,469 | $106,524-63.9% | $152,301-74.7% | $87,485-56.0% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.4%-11.4pp | 68.9%+2.1pp |
| Annual return | 15.30% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,756 | $3,371-47.9% | $4,624-62.0% | $2,596-32.4% |
| Participant deferral / active EE | $4,686 | $6,525-28.2% | $8,004-41.5% | $4,274+9.6% |
| Admin fee / account holder | $3,360 | $8,287-59.5% | $14,398-76.7% | $7,775-56.8% |