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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 | $45,928 | $73,848-37.8% | $143,799-68.1% | $68,486-32.9% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -14.96% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,969 | $3,184-38.2% | $4,952-60.2% | $2,597-24.2% |
| Participant deferral / active EE | $2,771 | $3,385-18.1% | $5,638-50.9% | $4,028-31.2% |
| Admin fee / account holder | $6,402 | $5,755+11.2% | $14,677-56.4% | $5,404+18.5% |