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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 | $64,659 | $46,697+38.5% | $117,533-45.0% | $68,486-5.6% |
| Participation rate | 96.6% | 56.8%+39.8pp | 70.6%+26.0pp | 67.9%+28.7pp |
| Annual return | -9.45% | -14.52%+5.1pp | 29.77%-39.2pp | -7.85%-1.6pp |
| Employer contribution / active EE | $441 | $1,506-70.7% | $4,179-89.4% | $2,597-83.0% |
| Participant deferral / active EE | $5,085 | $2,637+92.8% | $4,072+24.9% | $4,028+26.3% |
| Admin fee / account holder | $2,314 | $4,023-42.5% | $5,647-59.0% | $5,404-57.2% |