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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 | $21,259 | $73,848-71.2% | $143,799-85.2% | $68,486-69.0% |
| Participation rate | 84.5% | 66.7%+17.9pp | 80.3%+4.2pp | 67.9%+16.6pp |
| Annual return | -18.44% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,824 | $3,184-11.3% | $4,952-43.0% | $2,597+8.7% |
| Participant deferral / active EE | $2,529 | $3,385-25.3% | $5,638-55.1% | $4,028-37.2% |
| Admin fee / account holder | $1,624 | $5,755-71.8% | $14,677-88.9% | $5,404-70.0% |