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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 | $13,871 | $64,920-78.6% | $103,693-86.6% | $86,983-84.1% |
| Participation rate | 71.1% | 63.6%+7.5pp | 72.6%-1.6pp | 69.5%+1.5pp |
| Annual return | 23.30% | 30.29%-7.0pp | 47.61%-24.3pp | 25.83%-2.5pp |
| Employer contribution / active EE | $1,299 | $2,141-39.3% | $2,920-55.5% | $2,584-49.7% |
| Participant deferral / active EE | $2,254 | $3,241-30.4% | $4,579-50.8% | $4,194-46.2% |
| Admin fee / account holder | $1,581 | $6,191-74.5% | $7,858-79.9% | $7,856-79.9% |