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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 | $30,661 | $73,839-58.5% | $143,788-78.7% | $68,495-55.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.03%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,219 | $3,184-30.3% | $4,952-55.2% | $2,596-14.5% |
| Participant deferral / active EE | $5,062 | $3,384+49.6% | $5,638-10.2% | $4,028+25.7% |
| Admin fee / account holder | $6,743 | $5,755+17.2% | $14,675-54.0% | $5,403+24.8% |