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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 | $74,726 | $46,697+60.0% | $117,529-36.4% | $68,490+9.1% |
| Participation rate | 96.0% | 56.8%+39.2pp | 70.6%+25.4pp | 67.9%+28.1pp |
| Annual return | -11.16% | -14.52%+3.4pp | 29.77%-40.9pp | -7.85%-3.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,255 | $2,637+250.9% | $4,072+127.3% | $4,028+129.8% |
| Admin fee / account holder | $2,006 | $4,023-50.1% | $5,645-64.5% | $5,403-62.9% |