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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 | $99,233 | $71,872+38.1% | $86,691+14.5% | $68,495+44.9% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.04% | 3.53%-20.6pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,711 | $3,779-28.3% | $4,656-41.8% | $4,028-32.7% |
| Admin fee / account holder | $5,694 | $6,112-6.8% | $7,492-24.0% | $5,403+5.4% |