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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 | $27,833 | $79,955-65.2% | $98,450-71.7% | $75,181-63.0% |
| Participation rate | 74.2% | 70.4%+3.9pp | 75.2%-0.9pp | 67.2%+7.0pp |
| Annual return | 17.41% | 19.75%-2.3pp | 21.16%-3.8pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,702 | $2,264-24.8% | $3,049-44.2% | $2,671-36.3% |
| Participant deferral / active EE | $2,855 | $3,752-23.9% | $4,739-39.7% | $4,126-30.8% |
| Admin fee / account holder | $1,071 | $6,841-84.4% | $8,961-88.1% | $5,650-81.1% |