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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 | $33,946 | $73,863-54.0% | $143,797-76.4% | $68,490-50.4% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -13.97% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,543 | $3,185+11.2% | $4,952-28.5% | $2,597+36.4% |
| Participant deferral / active EE | $2,245 | $3,385-33.7% | $5,638-60.2% | $4,028-44.3% |
| Admin fee / account holder | $771 | $5,756-86.6% | $14,679-94.7% | $5,403-85.7% |