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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 | $44,668 | $56,484-20.9% | $169,452-73.6% | $64,181-30.4% |
| Participation rate | 78.1% | 64.5%+13.5pp | 77.8%+0.3pp | 69.6%+8.5pp |
| Annual return | -5.60% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,057 | $1,832-42.3% | $4,157-74.6% | $2,381-55.6% |
| Participant deferral / active EE | $2,492 | $3,448-27.7% | $5,277-52.8% | $3,470-28.2% |
| Admin fee / account holder | $1,741 | $4,174-58.3% | $9,110-80.9% | $4,887-64.4% |