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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 | $63,164 | $43,344+45.7% | $59,899+5.5% | $64,173-1.6% |
| Participation rate | 88.6% | 69.2%+19.4pp | 74.7%+13.9pp | 69.6%+19.0pp |
| Annual return | -4.84% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,318 | $2,030-35.1% | $2,723-51.6% | $2,381-44.6% |
| Participant deferral / active EE | $5,800 | $2,547+127.7% | $3,402+70.5% | $3,470+67.2% |
| Admin fee / account holder | $2,886 | $3,008-4.0% | $3,592-19.7% | $4,887-40.9% |