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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 | $22,319 | $58,587-61.9% | $83,322-73.2% | $64,173-65.2% |
| Participation rate | 96.3% | 72.0%+24.3pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -7.02% | 9.65%-16.7pp | 10.64%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $11,312 | $2,098+439.1% | $3,379+234.8% | $2,381+375.1% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,838 | $9,279-80.2% | $7,540-75.6% | $4,887-62.4% |