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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 | $16,531 | $49,280-66.5% | $67,313-75.4% | $64,173-74.2% |
| Participation rate | 90.5% | 60.8%+29.7pp | 69.1%+21.4pp | 69.6%+20.9pp |
| Annual return | -5.35% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,348 | $2,484-45.7% | $3,568-62.2% | $3,470-61.2% |
| Admin fee / account holder | $939 | $3,863-75.7% | $4,507-79.2% | $4,887-80.8% |