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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 | $13,299 | $48,267-72.4% | $68,808-80.7% | $68,486-80.6% |
| Participation rate | 98.3% | 60.7%+37.6pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -15.77% | -12.70%-3.1pp | -6.37%-9.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,167 | $1,829+18.5% | $2,656-18.4% | $2,597-16.5% |
| Participant deferral / active EE | $2,879 | $2,867+0.4% | $3,942-27.0% | $4,028-28.5% |
| Admin fee / account holder | $3,054 | $4,362-30.0% | $4,936-38.1% | $5,404-43.5% |