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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 | $40,921 | $42,909-4.6% | $60,906-32.8% | $68,486-40.2% |
| Participation rate | 90.6% | 66.8%+23.9pp | 73.1%+17.5pp | 67.9%+22.7pp |
| Annual return | -9.96% | -13.99%+4.0pp | 16.94%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,697 | $1,979-14.2% | $2,703-37.2% | $2,597-34.7% |
| Participant deferral / active EE | $1,546 | $2,866-46.0% | $3,814-59.5% | $4,028-61.6% |
| Admin fee / account holder | $10,339 | $3,104+233.1% | $3,227+220.4% | $5,404+91.3% |