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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 | $23,976 | $42,910-44.1% | $60,919-60.6% | $68,490-65.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.73% | -13.99%-0.7pp | 16.96%-31.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,167 | $1,978-41.0% | $2,704-56.8% | $2,597-55.1% |
| Participant deferral / active EE | $4,019 | $2,866+40.2% | $3,814+5.4% | $4,028-0.2% |
| Admin fee / account holder | $1,076 | $3,104-65.3% | $3,228-66.6% | $5,403-80.1% |