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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 | $95,814 | $131,835-27.3% | $108,582-11.8% | $273,972-65.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.70% | -91.57%+95.3pp | -51.70%+55.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,672 | $4,913-45.6% | $3,758-28.9% | $4,869-45.1% |
| Participant deferral / active EE | $4,669 | $5,127-8.9% | $4,311+8.3% | $5,287-11.7% |
| Admin fee / account holder | $1,079 | $10,253-89.5% | $7,645-85.9% | $10,133-89.3% |