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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 | $43,474 | $61,660-29.5% | $80,022-45.7% | $64,173-32.3% |
| Participation rate | 74.0% | 71.7%+2.3pp | 75.8%-1.8pp | 69.6%+4.4pp |
| Annual return | -4.22% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,113 | $1,810-38.5% | $2,468-54.9% | $2,381-53.3% |
| Participant deferral / active EE | $1,699 | $2,968-42.7% | $3,686-53.9% | $3,470-51.0% |
| Admin fee / account holder | $1,040 | $5,417-80.8% | $6,521-84.0% | $4,887-78.7% |