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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 | $88,045 | $59,813+47.2% | $79,580+10.6% | $68,486+28.6% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.7pp | 67.9%+11.3pp |
| Annual return | -11.82% | -12.30%+0.5pp | 0.15%-12.0pp | -7.85%-4.0pp |
| Employer contribution / active EE | $520 | $1,505-65.5% | $2,413-78.5% | $2,597-80.0% |
| Participant deferral / active EE | $4,218 | $3,024+39.5% | $3,985+5.8% | $4,028+4.7% |
| Admin fee / account holder | $685 | $4,835-85.8% | $6,835-90.0% | $5,404-87.3% |