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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 | $16,905 | $43,333-61.0% | $59,883-71.8% | $64,181-73.7% |
| Participation rate | 94.4% | 69.2%+25.3pp | 74.7%+19.7pp | 69.6%+24.9pp |
| Annual return | 0.36% | -1.55%+1.9pp | 3.46%-3.1pp | 7.63%-7.3pp |
| Employer contribution / active EE | $870 | $2,029-57.1% | $2,722-68.0% | $2,381-63.4% |
| Participant deferral / active EE | $1,475 | $2,547-42.1% | $3,402-56.6% | $3,470-57.5% |
| Admin fee / account holder | $325 | $3,006-89.2% | $3,591-91.0% | $4,887-93.4% |