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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 | $32,346 | $73,009-55.7% | $90,756-64.4% | $68,495-52.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.19% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,565 | $2,193+17.0% | $2,922-12.2% | $2,596-1.2% |
| Participant deferral / active EE | $2,029 | $3,626-44.0% | $4,565-55.6% | $4,028-49.6% |
| Admin fee / account holder | $4,159 | $5,896-29.5% | $8,445-50.8% | $5,403-23.0% |