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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 | $66,863 | $59,813+11.8% | $79,580-16.0% | $68,486-2.4% |
| Participation rate | 89.1% | 61.1%+28.1pp | 69.5%+19.6pp | 67.9%+21.2pp |
| Annual return | -13.21% | -12.30%-0.9pp | 0.15%-13.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,299 | $3,024+75.2% | $3,985+33.0% | $4,028+31.6% |
| Admin fee / account holder | $1,837 | $4,835-62.0% | $6,835-73.1% | $5,404-66.0% |