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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 | $42,042 | $42,910-2.0% | $60,919-31.0% | $68,490-38.6% |
| Participation rate | 91.4% | 66.8%+24.6pp | 73.1%+18.3pp | 67.9%+23.5pp |
| Annual return | -11.71% | -13.99%+2.3pp | 16.96%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,442 | $1,978+74.0% | $2,704+27.3% | $2,597+32.5% |
| Participant deferral / active EE | $8,505 | $2,866+196.8% | $3,814+123.0% | $4,028+111.2% |
| Admin fee / account holder | $6,784 | $3,104+118.5% | $3,228+110.2% | $5,403+25.6% |