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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 | $24,574 | $73,848-66.7% | $143,799-82.9% | $68,486-64.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -15.00% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,733 | $3,184-45.6% | $4,952-65.0% | $2,597-33.3% |
| Participant deferral / active EE | $5,235 | $3,385+54.7% | $5,638-7.1% | $4,028+30.0% |
| Admin fee / account holder | $5,032 | $5,755-12.6% | $14,677-65.7% | $5,404-6.9% |