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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 | $48,107 | $46,697+3.0% | $117,533-59.1% | $68,486-29.8% |
| Participation rate | 86.8% | 56.8%+30.0pp | 70.6%+16.2pp | 67.9%+18.9pp |
| Annual return | -17.74% | -14.52%-3.2pp | 29.77%-47.5pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,426 | $1,506-5.3% | $4,179-65.9% | $2,597-45.1% |
| Participant deferral / active EE | $6,372 | $2,637+141.6% | $4,072+56.5% | $4,028+58.2% |
| Admin fee / account holder | $3,615 | $4,023-10.1% | $5,647-36.0% | $5,404-33.1% |