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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 | $61,368 | $42,909+43.0% | $60,906+0.8% | $68,486-10.4% |
| Participation rate | 91.4% | 66.8%+24.7pp | 73.1%+18.3pp | 67.9%+23.5pp |
| Annual return | -16.88% | -13.99%-2.9pp | 16.94%-33.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,723 | $1,979-12.9% | $2,703-36.3% | $2,597-33.6% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,851 | $3,104+24.1% | $3,227+19.3% | $5,404-28.7% |