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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 | $36,460 | $42,909-15.0% | $60,906-40.1% | $68,486-46.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.08% | -13.99%-1.1pp | 16.94%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,553 | $1,979-21.5% | $2,703-42.5% | $2,597-40.2% |
| Participant deferral / active EE | $4,448 | $2,866+55.2% | $3,814+16.6% | $4,028+10.4% |
| Admin fee / account holder | $1,072 | $3,104-65.5% | $3,227-66.8% | $5,404-80.2% |