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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 | $21,010 | $46,072-54.4% | $69,779-69.9% | $55,167-61.9% |
| Participation rate | 86.0% | 67.5%+18.5pp | 71.8%+14.2pp | 69.0%+17.0pp |
| Annual return | 6.01% | 8.68%-2.7pp | 12.99%-7.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,103 | $1,500-26.5% | $2,338-52.8% | $1,963-43.8% |
| Participant deferral / active EE | $1,211 | $2,344-48.3% | $2,931-58.7% | $3,054-60.4% |
| Admin fee / account holder | $1,935 | $428+352.6% | $4,381-55.8% | $504+284.0% |