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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 | $63,793 | $59,805+6.7% | $79,551-19.8% | $68,498-6.9% |
| Participation rate | 84.1% | 61.1%+23.0pp | 69.5%+14.6pp | 67.9%+16.2pp |
| Annual return | -18.48% | -12.30%-6.2pp | 0.14%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $944 | $1,505-37.3% | $2,413-60.9% | $2,596-63.6% |
| Participant deferral / active EE | $2,589 | $3,024-14.4% | $3,985-35.0% | $4,027-35.7% |
| Admin fee / account holder | $7,226 | $4,835+49.5% | $6,833+5.7% | $5,403+33.7% |