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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 | $27,831 | $107,809-74.2% | $90,657-69.3% | $135,380-79.4% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | 1.19% | -0.90%+2.1pp | 1.89%-0.7pp | 519.81%-518.6pp |
| Employer contribution / active EE | $1,842 | $3,018-39.0% | $2,532-27.3% | $4,779-61.5% |
| Participant deferral / active EE | $1,951 | $3,872-49.6% | $3,424-43.0% | $5,609-65.2% |
| Admin fee / account holder | $4,668 | $5,931-21.3% | $4,994-6.5% | $10,828-56.9% |