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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 | $20,735 | $43,338-52.2% | $59,887-65.4% | $64,173-67.7% |
| Participation rate | 73.0% | 69.2%+3.8pp | 74.7%-1.7pp | 69.6%+3.4pp |
| Annual return | 7.39% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.2pp |
| Employer contribution / active EE | $2,037 | $2,030+0.3% | $2,722-25.2% | $2,381-14.5% |
| Participant deferral / active EE | $3,671 | $2,547+44.1% | $3,402+7.9% | $3,470+5.8% |
| Admin fee / account holder | $3,135 | $3,007+4.2% | $3,591-12.7% | $4,887-35.9% |