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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 | $26,405 | $81,331-67.5% | $155,534-83.0% | $80,935-67.4% |
| Participation rate | 75.8% | 66.3%+9.6pp | 78.2%-2.4pp | 67.7%+8.2pp |
| Annual return | 14.21% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,018 | $3,105-67.2% | $4,675-78.2% | $2,757-63.1% |
| Participant deferral / active EE | $2,887 | $3,454-16.4% | $5,630-48.7% | $4,299-32.9% |
| Admin fee / account holder | $14,471 | $7,999+80.9% | $15,900-9.0% | $6,924+109.0% |