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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 | $42,609 | $43,333-1.7% | $59,883-28.8% | $64,181-33.6% |
| Participation rate | 95.1% | 69.2%+26.0pp | 74.7%+20.4pp | 69.6%+25.6pp |
| Annual return | 8.44% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,464 | $2,029-27.8% | $2,722-46.2% | $2,381-38.5% |
| Participant deferral / active EE | $3,559 | $2,547+39.7% | $3,402+4.6% | $3,470+2.6% |
| Admin fee / account holder | $4,095 | $3,006+36.2% | $3,591+14.0% | $4,887-16.2% |