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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 | $11,686 | $73,848-84.2% | $143,799-91.9% | $68,486-82.9% |
| Participation rate | 96.7% | 66.7%+30.1pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -16.43% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,985 | $3,184-37.7% | $4,952-59.9% | $2,597-23.6% |
| Participant deferral / active EE | $1,522 | $3,385-55.0% | $5,638-73.0% | $4,028-62.2% |
| Admin fee / account holder | $1,770 | $5,755-69.2% | $14,677-87.9% | $5,404-67.2% |