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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 | $40,171 | $72,492-44.6% | $87,104-53.9% | $72,975-45.0% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 23.13% | 24.46%-1.3pp | 28.19%-5.1pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,188 | $1,894-37.3% | $2,521-52.9% | $2,440-51.3% |
| Participant deferral / active EE | $1,988 | $3,270-39.2% | $4,048-50.9% | $3,608-44.9% |
| Admin fee / account holder | $887 | $5,055-82.5% | $7,491-88.2% | $5,124-82.7% |