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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 | $20,213 | $63,355-68.1% | $91,994-78.0% | $72,983-72.3% |
| Participation rate | 76.5% | 72.5%+4.0pp | 78.6%-2.2pp | 69.5%+7.0pp |
| Annual return | 30.71% | 35.35%-4.6pp | 69.03%-38.3pp | 81.01%-50.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,853 | $4,883+81.3% | $5,923+49.5% | $3,608+145.4% |
| Admin fee / account holder | $3,650 | $4,668-21.8% | $7,743-52.9% | $5,124-28.8% |