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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 | $55,472 | $49,280+12.6% | $67,313-17.6% | $64,173-13.6% |
| Participation rate | 94.0% | 60.8%+33.2pp | 69.1%+24.9pp | 69.6%+24.4pp |
| Annual return | -8.01% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,530 | $1,668+51.6% | $2,566-1.4% | $2,381+6.3% |
| Participant deferral / active EE | $4,905 | $2,484+97.4% | $3,568+37.5% | $3,470+41.4% |
| Admin fee / account holder | $2,768 | $3,863-28.3% | $4,507-38.6% | $4,887-43.4% |