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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 | $28,892 | $48,267-40.1% | $68,808-58.0% | $68,486-57.8% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -18.45% | -12.70%-5.8pp | -6.37%-12.1pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,004 | $1,829+9.6% | $2,656-24.5% | $2,597-22.8% |
| Participant deferral / active EE | $4,159 | $2,867+45.1% | $3,942+5.5% | $4,028+3.3% |
| Admin fee / account holder | $1,699 | $4,362-61.1% | $4,936-65.6% | $5,404-68.6% |