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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 | $49,507 | $77,816-36.4% | $123,552-59.9% | $64,173-22.9% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,259 | $3,014-25.1% | $4,628-51.2% | $2,381-5.1% |
| Participant deferral / active EE | $4,320 | $5,240-17.6% | $6,426-32.8% | $3,470+24.5% |
| Admin fee / account holder | $5,064 | $5,519-8.2% | $9,285-45.5% | $4,887+3.6% |