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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 | $35,608 | $83,908-57.6% | $68,509-48.0% | $125,389-71.6% |
| Participation rate | 90.5% | 78.2%+12.3pp | 74.7%+15.7pp | 83.2%+7.3pp |
| Annual return | -0.61% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $871 | $3,031-71.3% | $2,278-61.8% | $4,866-82.1% |
| Participant deferral / active EE | $3,866 | $4,125-6.3% | $3,382+14.3% | $5,352-27.8% |
| Admin fee / account holder | $972 | $8,982-89.2% | $5,275-81.6% | $9,541-89.8% |