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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 | $49,850 | $43,338+15.0% | $59,887-16.8% | $64,173-22.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.92% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,694 | $2,030-16.5% | $2,722-37.8% | $2,381-28.8% |
| Participant deferral / active EE | $1,089 | $2,547-57.3% | $3,402-68.0% | $3,470-68.6% |
| Admin fee / account holder | $1,905 | $3,007-36.7% | $3,591-47.0% | $4,887-61.0% |