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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 | $26,465 | $77,816-66.0% | $123,552-78.6% | $64,173-58.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -8.10% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,382 | $3,014-21.0% | $4,628-48.5% | $2,3810% |
| Participant deferral / active EE | $6,607 | $5,240+26.1% | $6,426+2.8% | $3,470+90.4% |
| Admin fee / account holder | $2,704 | $5,519-51.0% | $9,285-70.9% | $4,887-44.7% |