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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 | $12,765 | $110,337-88.4% | $102,383-87.5% | $145,877-91.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.94% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,312 | $4,216-68.9% | $3,870-66.1% | $4,663-71.9% |
| Participant deferral / active EE | $1,598 | $5,621-71.6% | $5,060-68.4% | $6,691-76.1% |
| Admin fee / account holder | $3,447 | $9,750-64.6% | $8,391-58.9% | $13,402-74.3% |