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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 | $86,949-14.2% | $102,460-27.2% | $80,959-7.9% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.6pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,858 | $2,370-21.6% | $3,025-38.6% | $2,757-32.6% |
| Participant deferral / active EE | $2,581 | $4,121-37.4% | $5,056-48.9% | $4,300-40.0% |
| Admin fee / account holder | $422 | $8,048-94.8% | $9,460-95.5% | $6,925-93.9% |