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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 | $38,074 | $56,339-32.4% | $104,299-63.5% | $68,490-44.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -12.35% | -9.19%-3.2pp | 24.62%-37.0pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,779 | $1,960-9.3% | $3,373-47.3% | $2,597-31.5% |
| Participant deferral / active EE | $1,788 | $3,077-41.9% | $4,626-61.3% | $4,028-55.6% |
| Admin fee / account holder | $1,051 | $4,902-78.6% | $7,339-85.7% | $5,403-80.5% |