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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 | $21,719 | $42,909-49.4% | $60,906-64.3% | $68,486-68.3% |
| Participation rate | 73.1% | 66.8%+6.3pp | 73.1%0pp | 67.9%+5.2pp |
| Annual return | -15.41% | -13.99%-1.4pp | 16.94%-32.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,495 | $1,979-24.4% | $2,703-44.7% | $2,597-42.4% |
| Participant deferral / active EE | $2,552 | $2,866-11.0% | $3,814-33.1% | $4,028-36.6% |
| Admin fee / account holder | $1,881 | $3,104-39.4% | $3,227-41.7% | $5,404-65.2% |