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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 | $29,416 | $42,914-31.5% | $60,888-51.7% | $68,498-57.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.62% | -13.99%+2.4pp | 16.91%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,264 | $2,868+13.8% | $3,817-14.5% | $4,027-19.0% |
| Admin fee / account holder | $2,949 | $3,102-4.9% | $3,225-8.6% | $5,403-45.4% |