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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 | $64,964 | $64,729+0.4% | $112,263-42.1% | $68,490-5.1% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.22% | -11.40%-5.8pp | 27.49%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,523 | $2,746-8.1% | $3,636-30.6% | $2,597-2.8% |
| Participant deferral / active EE | $4,889 | $3,566+37.1% | $4,729+3.4% | $4,028+21.4% |
| Admin fee / account holder | $2,346 | $5,222-55.1% | $6,410-63.4% | $5,403-56.6% |