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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 | $56,805 | $59,813-5.0% | $79,580-28.6% | $68,486-17.1% |
| Participation rate | 70.7% | 61.1%+9.6pp | 69.5%+1.2pp | 67.9%+2.8pp |
| Annual return | -15.68% | -12.30%-3.4pp | 0.15%-15.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,033 | $1,505+35.0% | $2,413-15.8% | $2,597-21.7% |
| Participant deferral / active EE | $3,039 | $3,024+0.5% | $3,985-23.7% | $4,028-24.5% |
| Admin fee / account holder | $1,203 | $4,835-75.1% | $6,835-82.4% | $5,404-77.7% |