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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 | $47,016 | $71,873-34.6% | $86,698-45.8% | $68,490-31.4% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.97% | 3.54%-19.5pp | 35.96%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,647 | $2,173-24.2% | $2,837-41.9% | $2,597-36.6% |
| Participant deferral / active EE | $2,930 | $3,779-22.5% | $4,656-37.1% | $4,028-27.2% |
| Admin fee / account holder | $2,391 | $6,110-60.9% | $7,492-68.1% | $5,403-55.7% |