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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 | $35,342 | $73,863-52.2% | $143,797-75.4% | $68,490-48.4% |
| Participation rate | 78.7% | 66.7%+12.0pp | 80.3%-1.7pp | 67.9%+10.8pp |
| Annual return | -11.98% | 0.91%-12.9pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $715 | $3,185-77.6% | $4,952-85.6% | $2,597-72.5% |
| Participant deferral / active EE | $1,900 | $3,385-43.9% | $5,638-66.3% | $4,028-52.8% |
| Admin fee / account holder | $1,225 | $5,756-78.7% | $14,679-91.7% | $5,403-77.3% |