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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 | $42,000 | $88,707-52.7% | $74,184-43.4% | $273,972-84.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.71% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,393 | $3,159+39.1% | $2,370+85.4% | $4,869-9.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,028 | $8,717-76.7% | $5,586-63.7% | $10,133-80.0% |