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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 | $52,794 | $50,947+3.6% | $74,549-29.2% | $64,173-17.7% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.1%+11.6pp | 69.6%+11.2pp |
| Annual return | -4.90% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $751 | $1,115-32.7% | $1,961-61.7% | $2,381-68.5% |
| Participant deferral / active EE | $2,366 | $2,302+2.8% | $3,108-23.9% | $3,470-31.8% |
| Admin fee / account holder | $6,503 | $4,221+54.1% | $5,059+28.5% | $4,887+33.1% |