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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 | $29,439 | $73,009-59.7% | $90,760-67.6% | $68,486-57.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.81% | -13.81%-3.0pp | -12.16%-4.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,572 | $2,193-28.3% | $2,922-46.2% | $2,597-39.5% |
| Participant deferral / active EE | $4,488 | $3,626+23.8% | $4,565-1.7% | $4,028+11.4% |
| Admin fee / account holder | $443 | $5,896-92.5% | $8,444-94.8% | $5,404-91.8% |