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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 | $39,501 | $43,333-8.8% | $59,883-34.0% | $64,181-38.5% |
| Participation rate | 88.0% | 69.2%+18.8pp | 74.7%+13.3pp | 69.6%+18.4pp |
| Annual return | 10.29% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $632 | $2,029-68.8% | $2,722-76.8% | $2,381-73.4% |
| Participant deferral / active EE | $2,401 | $2,547-5.7% | $3,402-29.4% | $3,470-30.8% |
| Admin fee / account holder | $4,191 | $3,006+39.4% | $3,591+16.7% | $4,887-14.2% |