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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 | $48,995 | $43,344+13.0% | $59,899-18.2% | $64,173-23.7% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,485 | $2,030+121.0% | $2,723+64.7% | $2,381+88.4% |
| Participant deferral / active EE | $4,289 | $2,547+68.4% | $3,402+26.0% | $3,470+23.6% |
| Admin fee / account holder | $5,181 | $3,008+72.2% | $3,592+44.2% | $4,887+6.0% |