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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 | $51,702 | $73,863-30.0% | $143,797-64.0% | $68,490-24.5% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -13.95% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,106 | $3,185-2.5% | $4,952-37.3% | $2,597+19.6% |
| Participant deferral / active EE | $4,343 | $3,385+28.3% | $5,638-23.0% | $4,028+7.8% |
| Admin fee / account holder | $4,617 | $5,756-19.8% | $14,679-68.5% | $5,403-14.6% |