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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 | $55,772 | $42,910+30.0% | $60,919-8.4% | $68,490-18.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.42% | -13.99%-1.4pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,669 | $1,978-15.6% | $2,704-38.3% | $2,597-35.7% |
| Participant deferral / active EE | $2,326 | $2,866-18.8% | $3,814-39.0% | $4,028-42.3% |
| Admin fee / account holder | $6,536 | $3,104+110.5% | $3,228+102.5% | $5,403+21.0% |