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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 | $16,163 | $52,379-69.1% | $46,225-65.0% | $273,972-94.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.5%+8.0pp | 83.0%+4.5pp |
| Annual return | 3.75% | 7.23%-3.5pp | 7.57%-3.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,105 | $4,226-73.9% | $3,424-67.7% | $4,869-77.3% |
| Participant deferral / active EE | $1,337 | $4,660-71.3% | $3,776-64.6% | $5,287-74.7% |
| Admin fee / account holder | $6,419 | $4,652+38.0% | $3,519+82.4% | $10,133-36.6% |