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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 | $45,652 | $52,911-13.7% | $73,309-37.7% | $59,633-23.4% |
| Participation rate | 93.1% | 68.2%+24.9pp | 74.9%+18.2pp | 68.7%+24.4pp |
| Annual return | -1.11% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,640 | $1,909-14.1% | $3,237-49.3% | $2,203-25.5% |
| Participant deferral / active EE | $4,769 | $4,069+17.2% | $4,991-4.4% | $3,192+49.4% |
| Admin fee / account holder | $4,303 | $3,835+12.2% | $5,635-23.6% | $4,297+0.1% |