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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 | $24,545 | $75,541-67.5% | $152,093-83.9% | $82,637-70.3% |
| Participation rate | 79.4% | 66.5%+12.9pp | 77.8%+1.6pp | 68.1%+11.4pp |
| Annual return | 13.97% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,352 | $2,622-48.4% | $4,175-67.6% | $2,552-47.0% |
| Participant deferral / active EE | $1,577 | $3,206-50.8% | $5,451-71.1% | $4,126-61.8% |
| Admin fee / account holder | $2,763 | $6,405-56.9% | $14,497-80.9% | $7,339-62.4% |