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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 | $72,781 | $42,910+69.6% | $60,919+19.5% | $68,490+6.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -17.32% | -13.99%-3.3pp | 16.96%-34.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $995 | $1,978-49.7% | $2,704-63.2% | $2,597-61.7% |
| Participant deferral / active EE | $7,367 | $2,866+157.1% | $3,814+93.1% | $4,028+82.9% |
| Admin fee / account holder | $1,615 | $3,104-48.0% | $3,228-50.0% | $5,403-70.1% |