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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 | $35,536 | $42,909-17.2% | $60,906-41.7% | $68,486-48.1% |
| Participation rate | 70.0% | 66.8%+3.2pp | 73.1%-3.1pp | 67.9%+2.1pp |
| Annual return | -14.19% | -13.99%-0.2pp | 16.94%-31.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $925 | $2,866-67.7% | $3,814-75.7% | $4,028-77.0% |
| Admin fee / account holder | $844 | $3,104-72.8% | $3,227-73.8% | $5,404-84.4% |