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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 | $61,196 | $73,863-17.1% | $143,797-57.4% | $68,490-10.7% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -18.53% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,092 | $3,185-2.9% | $4,952-37.6% | $2,597+19.1% |
| Participant deferral / active EE | $1,688 | $3,385-50.1% | $5,638-70.1% | $4,028-58.1% |
| Admin fee / account holder | $1,082 | $5,756-81.2% | $14,679-92.6% | $5,403-80.0% |