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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 | $45,341 | $49,280-8.0% | $67,313-32.6% | $64,173-29.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.98% | -1.39%+9.4pp | -4.08%+12.1pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,702 | $1,668+2.0% | $2,566-33.7% | $2,381-28.5% |
| Participant deferral / active EE | $2,391 | $2,484-3.8% | $3,568-33.0% | $3,470-31.1% |
| Admin fee / account holder | $1,513 | $3,863-60.8% | $4,507-66.4% | $4,887-69.0% |