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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 | $56,473 | $42,909+31.6% | $60,906-7.3% | $68,486-17.5% |
| Participation rate | 90.6% | 66.8%+23.9pp | 73.1%+17.5pp | 67.9%+22.7pp |
| Annual return | -10.42% | -13.99%+3.6pp | 16.94%-27.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $3,722 | $1,979+88.1% | $2,703+37.7% | $2,597+43.3% |
| Participant deferral / active EE | $2,244 | $2,866-21.7% | $3,814-41.2% | $4,028-44.3% |
| Admin fee / account holder | $1,187 | $3,104-61.8% | $3,227-63.2% | $5,404-78.0% |