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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 | $25,976 | $42,383-38.7% | $76,523-66.1% | $64,181-59.5% |
| Participation rate | 80.5% | 58.1%+22.3pp | 68.0%+12.5pp | 69.6%+10.9pp |
| Annual return | -2.17% | -16.54%+14.4pp | -0.27%-1.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,771 | $1,563+13.3% | $2,647-33.1% | $2,381-25.6% |
| Participant deferral / active EE | $1,205 | $2,566-53.0% | $3,835-68.6% | $3,470-65.3% |
| Admin fee / account holder | $1,367 | $3,198-57.3% | $4,848-71.8% | $4,887-72.0% |