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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 | $56,435 | $73,839-23.6% | $143,788-60.8% | $68,495-17.6% |
| Participation rate | 81.5% | 66.7%+14.9pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -6.91% | 1.01%-7.9pp | -0.03%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $2,367 | $3,184-25.7% | $4,952-52.2% | $2,596-8.9% |
| Participant deferral / active EE | $1,654 | $3,384-51.1% | $5,638-70.7% | $4,028-58.9% |
| Admin fee / account holder | $3,592 | $5,755-37.6% | $14,675-75.5% | $5,403-33.5% |