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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 | $21,389 | $72,177-70.4% | $115,038-81.4% | $59,633-64.1% |
| Participation rate | 97.1% | 72.6%+24.6pp | 81.4%+15.8pp | 68.7%+28.5pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,081 | $2,841-26.7% | $4,608-54.8% | $2,203-5.5% |
| Participant deferral / active EE | $2,113 | $4,783-55.8% | $6,026-64.9% | $3,192-33.8% |
| Admin fee / account holder | $1,946 | $4,927-60.5% | $8,175-76.2% | $4,297-54.7% |