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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 | $149,830 | $71,873+108.5% | $86,698+72.8% | $68,490+118.8% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -14.04% | 3.54%-17.6pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,408 | $2,173+10.8% | $2,837-15.1% | $2,597-7.3% |
| Participant deferral / active EE | $4,361 | $3,779+15.4% | $4,656-6.4% | $4,028+8.3% |
| Admin fee / account holder | $995 | $6,110-83.7% | $7,492-86.7% | $5,403-81.6% |