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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 | $15,357 | $42,917-64.2% | $60,899-74.8% | $68,495-77.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.96% | -13.99%-4.0pp | 16.92%-34.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,836 | $1,979+43.3% | $2,702+4.9% | $2,596+9.2% |
| Participant deferral / active EE | $6,212 | $2,867+116.7% | $3,817+62.7% | $4,028+54.2% |
| Admin fee / account holder | $761 | $3,102-75.5% | $3,225-76.4% | $5,403-85.9% |