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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 | $128,259 | $43,338+196.0% | $59,887+114.2% | $64,173+99.9% |
| Participation rate | 87.6% | 69.2%+18.5pp | 74.7%+12.9pp | 69.6%+18.1pp |
| Annual return | -3.27% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,661 | $2,030+31.1% | $2,722-2.2% | $2,381+11.8% |
| Participant deferral / active EE | $5,653 | $2,547+121.9% | $3,402+66.2% | $3,470+62.9% |
| Admin fee / account holder | $2,458 | $3,007-18.3% | $3,591-31.5% | $4,887-49.7% |