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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 | $50,678 | $64,719-21.7% | $112,249-54.9% | $68,486-26.0% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -15.82% | -11.40%-4.4pp | 27.48%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $5,952 | $2,747+116.7% | $3,636+63.7% | $2,597+129.2% |
| Participant deferral / active EE | $2,808 | $3,565-21.2% | $4,729-40.6% | $4,028-30.3% |
| Admin fee / account holder | $1,509 | $5,232-71.2% | $6,412-76.5% | $5,404-72.1% |