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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 | $65,037 | $73,848-11.9% | $143,799-54.8% | $68,486-5.0% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.80% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,331 | $3,184+4.6% | $4,952-32.7% | $2,597+28.3% |
| Participant deferral / active EE | $7,835 | $3,385+131.5% | $5,638+39.0% | $4,028+94.5% |
| Admin fee / account holder | $1,556 | $5,755-73.0% | $14,677-89.4% | $5,404-71.2% |