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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 | $76,407-67.9% | $150,298-83.7% | $82,448-70.2% |
| Participation rate | 79.4% | 66.4%+13.0pp | 77.8%+1.7pp | 68.1%+11.3pp |
| Annual return | 13.97% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,352 | $2,614-48.3% | $4,154-67.5% | $2,551-47.0% |
| Participant deferral / active EE | $1,577 | $3,214-50.9% | $5,453-71.1% | $4,139-61.9% |
| Admin fee / account holder | $2,763 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |