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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 | $38,787 | $42,909-9.6% | $60,906-36.3% | $68,486-43.4% |
| Participation rate | 95.3% | 66.8%+28.5pp | 73.1%+22.2pp | 67.9%+27.4pp |
| Annual return | -16.96% | -13.99%-3.0pp | 16.94%-33.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,680 | $1,979+35.4% | $2,703-0.9% | $2,597+3.2% |
| Participant deferral / active EE | $4,917 | $2,866+71.6% | $3,814+28.9% | $4,028+22.1% |
| Admin fee / account holder | $512 | $3,104-83.5% | $3,227-84.1% | $5,404-90.5% |