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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 | $41,135 | $43,338-5.1% | $59,887-31.3% | $64,173-35.9% |
| Participation rate | 93.2% | 69.2%+24.0pp | 74.7%+18.5pp | 69.6%+23.6pp |
| Annual return | 10.01% | -1.55%+11.6pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,075 | $2,030-47.1% | $2,722-60.5% | $2,381-54.9% |
| Participant deferral / active EE | $3,501 | $2,547+37.4% | $3,402+2.9% | $3,470+0.9% |
| Admin fee / account holder | $10,178 | $3,007+238.4% | $3,591+183.4% | $4,887+108.3% |