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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 | $38,925 | $40,275-3.4% | $57,356-32.1% | $59,633-34.7% |
| Participation rate | 86.1% | 69.1%+17.0pp | 75.1%+11.0pp | 68.7%+17.4pp |
| Annual return | -0.02% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,476 | $1,921-23.2% | $2,689-45.1% | $2,203-33.0% |
| Participant deferral / active EE | $2,567 | $2,400+7.0% | $3,162-18.8% | $3,192-19.6% |
| Admin fee / account holder | $797 | $2,820-71.7% | $3,357-76.3% | $4,297-81.5% |