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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 | $54,377 | $81,870-33.6% | $119,634-54.5% | $68,490-20.6% |
| Participation rate | 76.1% | 71.9%+4.2pp | 79.3%-3.2pp | 67.9%+8.2pp |
| Annual return | -11.19% | -23.82%+12.6pp | -14.98%+3.8pp | -7.85%-3.3pp |
| Employer contribution / active EE | $3,330 | $2,692+23.7% | $4,232-21.3% | $2,597+28.2% |
| Participant deferral / active EE | $6,367 | $4,148+53.5% | $5,601+13.7% | $4,028+58.1% |
| Admin fee / account holder | $14,745 | $6,583+124.0% | $10,329+42.8% | $5,403+172.9% |