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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 | $61,913 | $77,816-20.4% | $123,549-49.9% | $64,181-3.5% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.3%+1.8pp | 69.6%+14.5pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,249 | $5,240-57.1% | $6,426-65.0% | $3,470-35.2% |
| Admin fee / account holder | $5,823 | $5,519+5.5% | $9,284-37.3% | $4,887+19.2% |