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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 | $86,938-14.2% | $102,423-27.2% | $80,925-7.9% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.6pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,858 | $2,369-21.6% | $3,023-38.5% | $2,756-32.6% |
| Participant deferral / active EE | $2,581 | $4,120-37.3% | $5,054-48.9% | $4,299-39.9% |
| Admin fee / account holder | $422 | $8,053-94.8% | $9,455-95.5% | $6,940-93.9% |