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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 | $45,073 | $43,344+4.0% | $59,899-24.8% | $64,173-29.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.81% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,099 | $2,030+3.4% | $2,723-22.9% | $2,381-11.8% |
| Participant deferral / active EE | $4,774 | $2,547+87.4% | $3,402+40.3% | $3,470+37.6% |
| Admin fee / account holder | $3,666 | $3,008+21.9% | $3,592+2.0% | $4,887-25.0% |