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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 | $70,869 | $73,848-4.0% | $143,799-50.7% | $68,486+3.5% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -17.33% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,498 | $3,184-53.0% | $4,952-69.8% | $2,597-42.3% |
| Participant deferral / active EE | $3,393 | $3,385+0.2% | $5,638-39.8% | $4,028-15.8% |
| Admin fee / account holder | $1,538 | $5,755-73.3% | $14,677-89.5% | $5,404-71.5% |