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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 | $75,419 | $62,589+20.5% | $76,768-1.8% | $64,173+17.5% |
| Participation rate | 75.9% | 72.8%+3.0pp | 77.0%-1.1pp | 69.6%+6.3pp |
| Annual return | 1.01% | -1.95%+3.0pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $999 | $1,832-45.5% | $2,485-59.8% | $2,381-58.1% |
| Participant deferral / active EE | $2,433 | $3,145-22.6% | $3,852-36.8% | $3,470-29.9% |
| Admin fee / account holder | $754 | $4,667-83.8% | $6,675-88.7% | $4,887-84.6% |