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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 | $26,317 | $43,333-39.3% | $59,883-56.1% | $64,181-59.0% |
| Participation rate | 87.8% | 69.2%+18.6pp | 74.7%+13.1pp | 69.6%+18.2pp |
| Annual return | 6.67% | -1.55%+8.2pp | 3.46%+3.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $883 | $2,029-56.5% | $2,722-67.6% | $2,381-62.9% |
| Participant deferral / active EE | $1,734 | $2,547-31.9% | $3,402-49.0% | $3,470-50.0% |
| Admin fee / account holder | $2,322 | $3,006-22.8% | $3,591-35.3% | $4,887-52.5% |