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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 | $41,339 | $73,019-43.4% | $90,766-54.5% | $68,490-39.6% |
| Participation rate | 75.9% | 70.8%+5.0pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -15.14% | -13.81%-1.3pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $4,180 | $2,193+90.6% | $2,922+43.1% | $2,597+61.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,142 | $5,897-80.6% | $8,446-86.5% | $5,403-78.9% |