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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 | $26,823 | $58,587-54.2% | $83,322-67.8% | $64,173-58.2% |
| Participation rate | 95.1% | 72.0%+23.1pp | 77.8%+17.4pp | 69.6%+25.6pp |
| Annual return | -5.70% | 9.65%-15.4pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,223 | $2,098+53.6% | $3,379-4.6% | $2,381+35.4% |
| Participant deferral / active EE | $7,412 | $4,654+59.2% | $5,565+33.2% | $3,470+113.6% |
| Admin fee / account holder | $2,217 | $9,279-76.1% | $7,540-70.6% | $4,887-54.6% |