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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 | $69,958 | $56,339+24.2% | $104,301-32.9% | $68,486+2.1% |
| Participation rate | 83.6% | 63.3%+20.3pp | 73.3%+10.3pp | 67.9%+15.7pp |
| Annual return | -14.76% | -9.19%-5.6pp | 24.61%-39.4pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,122 | $1,960-42.7% | $3,373-66.7% | $2,597-56.8% |
| Participant deferral / active EE | $2,910 | $3,077-5.4% | $4,626-37.1% | $4,028-27.8% |
| Admin fee / account holder | $11,778 | $4,902+140.3% | $7,340+60.5% | $5,404+118.0% |