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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 | $56,339 | $64,716-12.9% | $112,258-49.8% | $68,495-17.7% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.3pp |
| Annual return | -18.65% | -11.40%-7.3pp | 27.47%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,546 | $2,746-7.3% | $3,636-30.0% | $2,596-1.9% |
| Participant deferral / active EE | $5,529 | $3,565+55.1% | $4,728+16.9% | $4,028+37.3% |
| Admin fee / account holder | $1,276 | $5,232-75.6% | $6,411-80.1% | $5,403-76.4% |