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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 | $33,076 | $43,333-23.7% | $59,883-44.8% | $64,181-48.5% |
| Participation rate | 95.1% | 69.2%+26.0pp | 74.7%+20.4pp | 69.6%+25.6pp |
| Annual return | 7.74% | -1.55%+9.3pp | 3.46%+4.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $2,150 | $2,029+6.0% | $2,722-21.0% | $2,381-9.7% |
| Participant deferral / active EE | $3,202 | $2,547+25.7% | $3,402-5.9% | $3,470-7.7% |
| Admin fee / account holder | $8,942 | $3,006+197.5% | $3,591+149.0% | $4,887+83.0% |