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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 | $27,142 | $39,132-30.6% | $57,196-52.5% | $62,881-56.8% |
| Participation rate | 80.9% | 70.5%+10.4pp | 75.3%+5.5pp | 69.3%+11.5pp |
| Annual return | 6.30% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $804 | $1,874-57.1% | $2,683-70.0% | $2,281-64.8% |
| Participant deferral / active EE | $1,088 | $2,374-54.2% | $3,096-64.9% | $3,203-66.0% |
| Admin fee / account holder | $1,236 | $2,594-52.4% | $3,141-60.7% | $4,296-71.2% |