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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 | $55,909 | $86,938-35.7% | $102,423-45.4% | $80,925-30.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 15.14% | 18.89%-3.7pp | 29.42%-14.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,386 | $2,369-41.5% | $3,023-54.2% | $2,756-49.7% |
| Participant deferral / active EE | $2,755 | $4,120-33.1% | $5,054-45.5% | $4,299-35.9% |
| Admin fee / account holder | $32,417 | $8,053+302.6% | $9,455+242.9% | $6,940+367.1% |