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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 | $41,810 | $42,909-2.6% | $60,906-31.4% | $68,486-39.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.55% | -13.99%-0.6pp | 16.94%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,822 | $1,979+42.6% | $2,703+4.4% | $2,597+8.7% |
| Participant deferral / active EE | $3,307 | $2,866+15.4% | $3,814-13.3% | $4,028-17.9% |
| Admin fee / account holder | $2,662 | $3,104-14.2% | $3,227-17.5% | $5,404-50.7% |