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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 | $80,309 | $46,697+72.0% | $117,529-31.7% | $68,490+17.3% |
| Participation rate | 96.2% | 56.8%+39.4pp | 70.6%+25.6pp | 67.9%+28.3pp |
| Annual return | -13.53% | -14.52%+1.0pp | 29.77%-43.3pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,630 | $1,506+8.2% | $4,179-61.0% | $2,597-37.2% |
| Participant deferral / active EE | $4,524 | $2,637+71.5% | $4,072+11.1% | $4,028+12.3% |
| Admin fee / account holder | $2,588 | $4,023-35.7% | $5,645-54.2% | $5,403-52.1% |