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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 | $18,655 | $46,689-60.0% | $117,498-84.1% | $68,495-72.8% |
| Participation rate | 81.3% | 56.8%+24.5pp | 70.6%+10.6pp | 67.9%+13.4pp |
| Annual return | -16.69% | -14.52%-2.2pp | 29.75%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $364 | $1,505-75.8% | $4,178-91.3% | $2,596-86.0% |
| Participant deferral / active EE | $2,657 | $2,637+0.8% | $4,071-34.7% | $4,028-34.0% |
| Admin fee / account holder | $311 | $4,021-92.3% | $5,646-94.5% | $5,403-94.2% |