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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 | $41,811 | $72,177-42.1% | $115,037-63.7% | $59,633-29.9% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,254 | $2,841+49.7% | $4,608-7.7% | $2,203+93.1% |
| Participant deferral / active EE | $8,714 | $4,783+82.2% | $6,026+44.6% | $3,192+173.0% |
| Admin fee / account holder | $4,671 | $4,927-5.2% | $8,175-42.9% | $4,297+8.7% |