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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 | $28,932 | $43,344-33.3% | $59,899-51.7% | $64,173-54.9% |
| Participation rate | 74.2% | 69.2%+5.0pp | 74.7%-0.5pp | 69.6%+4.6pp |
| Annual return | 6.72% | -1.55%+8.3pp | 3.46%+3.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $856 | $2,547-66.4% | $3,402-74.9% | $3,470-75.3% |
| Admin fee / account holder | $3,044 | $3,008+1.2% | $3,592-15.3% | $4,887-37.7% |