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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 | $22,207 | $64,719-65.7% | $112,249-80.2% | $68,486-67.6% |
| Participation rate | 85.9% | 67.2%+18.8pp | 75.1%+10.9pp | 67.9%+18.0pp |
| Annual return | -10.36% | -11.40%+1.0pp | 27.48%-37.8pp | -7.85%-2.5pp |
| Employer contribution / active EE | $3,168 | $2,747+15.3% | $3,636-12.9% | $2,597+22.0% |
| Participant deferral / active EE | $2,440 | $3,565-31.6% | $4,729-48.4% | $4,028-39.4% |
| Admin fee / account holder | $1,381 | $5,232-73.6% | $6,412-78.5% | $5,404-74.4% |