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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 | $11,565 | $43,338-73.3% | $59,887-80.7% | $64,173-82.0% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | 2.67% | -1.55%+4.2pp | 3.46%-0.8pp | 7.63%-5.0pp |
| Employer contribution / active EE | $3,447 | $2,030+69.8% | $2,722+26.6% | $2,381+44.8% |
| Participant deferral / active EE | $2,160 | $2,547-15.2% | $3,402-36.5% | $3,470-37.7% |
| Admin fee / account holder | $613 | $3,007-79.6% | $3,591-82.9% | $4,887-87.5% |