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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 | $43,316 | $49,280-12.1% | $67,313-35.6% | $64,181-32.5% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -5.07% | -1.39%-3.7pp | -4.08%-1.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,586 | $1,668+114.9% | $2,566+39.8% | $2,381+50.6% |
| Participant deferral / active EE | $6,285 | $2,484+153.0% | $3,568+76.1% | $3,470+81.1% |
| Admin fee / account holder | $2,999 | $3,863-22.4% | $4,507-33.5% | $4,887-38.6% |