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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 | $29,874 | $50,947-41.4% | $74,551-59.9% | $64,173-53.4% |
| Participation rate | 78.4% | 61.1%+17.3pp | 69.1%+9.2pp | 69.6%+8.8pp |
| Annual return | -2.21% | -1.85%-0.4pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,573 | $1,115+41.0% | $1,961-19.8% | $2,381-33.9% |
| Participant deferral / active EE | $2,296 | $2,302-0.2% | $3,108-26.1% | $3,470-33.8% |
| Admin fee / account holder | $5,070 | $4,221+20.1% | $5,059+0.2% | $4,887+3.7% |