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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 | $55,427 | $73,848-24.9% | $143,799-61.5% | $68,486-19.1% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | 1.40% | 0.91%+0.5pp | -0.04%+1.4pp | -7.85%+9.3pp |
| Employer contribution / active EE | $1,819 | $3,184-42.9% | $4,952-63.3% | $2,597-30.0% |
| Participant deferral / active EE | $1,429 | $3,385-57.8% | $5,638-74.7% | $4,028-64.5% |
| Admin fee / account holder | $416 | $5,755-92.8% | $14,677-97.2% | $5,404-92.3% |