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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 | $60,391 | $73,848-18.2% | $143,799-58.0% | $68,486-11.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.73% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,603 | $3,184+13.2% | $4,952-27.2% | $2,597+38.8% |
| Participant deferral / active EE | $8,772 | $3,385+159.2% | $5,638+55.6% | $4,028+117.8% |
| Admin fee / account holder | $3,269 | $5,755-43.2% | $14,677-77.7% | $5,404-39.5% |