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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 | $24,096 | $77,962-69.1% | $178,540-86.5% | $80,935-70.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 77.1%-6.7pp | 67.7%+2.8pp |
| Annual return | 12.45% | 18.10%-5.6pp | 27.15%-14.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,883 | $2,280-17.4% | $3,953-52.4% | $2,757-31.7% |
| Participant deferral / active EE | $4,095 | $4,404-7.0% | $6,281-34.8% | $4,299-4.8% |
| Admin fee / account holder | $1,596 | $7,156-77.7% | $10,424-84.7% | $6,924-77.0% |