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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 | $74,565 | $86,919-14.2% | $102,457-27.2% | $80,911-7.8% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.6pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.41%-29.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,858 | $2,368-21.5% | $3,022-38.5% | $2,756-32.6% |
| Participant deferral / active EE | $2,581 | $4,119-37.3% | $5,054-48.9% | $4,297-39.9% |
| Admin fee / account holder | $422 | $8,049-94.8% | $9,451-95.5% | $6,935-93.9% |