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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 | $55,597 | $62,586-11.2% | $76,766-27.6% | $64,181-13.4% |
| Participation rate | 97.0% | 72.8%+24.2pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | -6.24% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,830 | $1,832-0.1% | $2,485-26.4% | $2,381-23.1% |
| Participant deferral / active EE | $2,390 | $3,145-24.0% | $3,851-37.9% | $3,470-31.1% |
| Admin fee / account holder | $3,677 | $4,667-21.2% | $6,675-44.9% | $4,887-24.8% |