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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 | $30,961 | $39,132-20.9% | $57,196-45.9% | $62,881-50.8% |
| Participation rate | 71.4% | 70.5%+0.9pp | 75.3%-3.9pp | 69.3%+2.1pp |
| Annual return | 25.89% | 9.24%+16.6pp | 14.59%+11.3pp | 20.14%+5.7pp |
| Employer contribution / active EE | $1,739 | $1,874-7.2% | $2,683-35.2% | $2,281-23.7% |
| Participant deferral / active EE | $1,723 | $2,374-27.4% | $3,096-44.3% | $3,203-46.2% |
| Admin fee / account holder | $10,221 | $2,594+294.0% | $3,141+225.5% | $4,296+137.9% |