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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 | $78,013-69.1% | $178,449-86.5% | $80,911-70.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 77.1%-6.6pp | 67.6%+2.8pp |
| Annual return | 12.45% | 18.07%-5.6pp | 27.09%-14.6pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,883 | $2,287-17.7% | $3,951-52.3% | $2,756-31.7% |
| Participant deferral / active EE | $4,095 | $4,408-7.1% | $6,277-34.8% | $4,297-4.7% |
| Admin fee / account holder | $1,596 | $7,166-77.7% | $10,362-84.6% | $6,935-77.0% |