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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 | $54,940 | $81,870-32.9% | $119,622-54.1% | $68,486-19.8% |
| Participation rate | 71.8% | 71.9%-0.1pp | 79.3%-7.4pp | 67.9%+3.9pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,336 | $2,692-13.2% | $4,232-44.8% | $2,597-10.0% |
| Participant deferral / active EE | $4,634 | $4,148+11.7% | $5,601-17.3% | $4,028+15.0% |
| Admin fee / account holder | $3,846 | $6,583-41.6% | $10,328-62.8% | $5,404-28.8% |