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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 | $31,090 | $42,909-27.5% | $60,906-49.0% | $68,486-54.6% |
| Participation rate | 97.5% | 66.8%+30.7pp | 73.1%+24.4pp | 67.9%+29.6pp |
| Annual return | -11.83% | -13.99%+2.2pp | 16.94%-28.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $4,243 | $1,979+114.4% | $2,703+57.0% | $2,597+63.4% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,452 | $3,104-53.2% | $3,227-55.0% | $5,404-73.1% |