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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 | $38,085 | $39,132-2.7% | $57,196-33.4% | $62,881-39.4% |
| Participation rate | 98.2% | 70.5%+27.7pp | 75.3%+22.9pp | 69.3%+28.9pp |
| Annual return | 6.26% | 9.24%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $681 | $1,874-63.6% | $2,683-74.6% | $2,281-70.1% |
| Participant deferral / active EE | $1,399 | $2,374-41.1% | $3,096-54.8% | $3,203-56.3% |
| Admin fee / account holder | $4,450 | $2,594+71.6% | $3,141+41.7% | $4,296+3.6% |