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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 | $70,491 | $64,729+8.9% | $112,263-37.2% | $68,490+2.9% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.8pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,758 | $2,746-36.0% | $3,636-51.7% | $2,597-32.3% |
| Participant deferral / active EE | $3,116 | $3,566-12.6% | $4,729-34.1% | $4,028-22.6% |
| Admin fee / account holder | $8,069 | $5,222+54.5% | $6,410+25.9% | $5,403+49.3% |