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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 | $89,508 | $99,345-9.9% | $84,753+5.6% | $273,972-67.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.28% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,414 | $4,214-66.5% | $3,574-60.5% | $4,869-71.0% |
| Participant deferral / active EE | $3,102 | $4,270-27.3% | $3,712-16.4% | $5,287-41.3% |
| Admin fee / account holder | $348 | $6,645-94.8% | $5,333-93.5% | $10,133-96.6% |