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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 | $48,572 | $64,729-25.0% | $112,263-56.7% | $68,490-29.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.49%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,022 | $2,746+10.0% | $3,636-16.9% | $2,597+16.4% |
| Participant deferral / active EE | $9,122 | $3,566+155.8% | $4,729+92.9% | $4,028+126.5% |
| Admin fee / account holder | $4,026 | $5,222-22.9% | $6,410-37.2% | $5,403-25.5% |