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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 | $40,352 | $43,344-6.9% | $59,899-32.6% | $64,173-37.1% |
| Participation rate | 98.1% | 69.2%+28.9pp | 74.7%+23.4pp | 69.6%+28.5pp |
| Annual return | -3.97% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $868 | $2,030-57.2% | $2,723-68.1% | $2,381-63.5% |
| Participant deferral / active EE | $1,078 | $2,547-57.7% | $3,402-68.3% | $3,470-68.9% |
| Admin fee / account holder | $956 | $3,008-68.2% | $3,592-73.4% | $4,887-80.4% |