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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 | $43,073 | $73,863-41.7% | $143,797-70.0% | $68,490-37.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.81% | 0.91%-12.7pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,353 | $3,185-57.5% | $4,952-72.7% | $2,597-47.9% |
| Participant deferral / active EE | $3,700 | $3,385+9.3% | $5,638-34.4% | $4,028-8.1% |
| Admin fee / account holder | $1,752 | $5,756-69.6% | $14,679-88.1% | $5,403-67.6% |