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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 | $28,094 | $72,269-61.1% | $101,271-72.3% | $79,852-64.8% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 11.42% | 22.29%-10.9pp | 46.48%-35.1pp | 31.72%-20.3pp |
| Employer contribution / active EE | $887 | $2,692-67.0% | $3,660-75.8% | $2,471-64.1% |
| Participant deferral / active EE | $2,738 | $3,282-16.6% | $4,371-37.4% | $3,740-26.8% |
| Admin fee / account holder | $1,684 | $4,401-61.7% | $5,948-71.7% | $5,306-68.3% |