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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 | $40,866 | $76,912-46.9% | $129,118-68.3% | $68,490-40.3% |
| Participation rate | 74.1% | 69.1%+4.9pp | 77.2%-3.2pp | 67.9%+6.2pp |
| Annual return | -15.90% | -9.78%-6.1pp | -10.94%-5.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,082 | $3,243-35.8% | $5,051-58.8% | $2,597-19.8% |
| Participant deferral / active EE | $3,630 | $4,732-23.3% | $6,539-44.5% | $4,028-9.9% |
| Admin fee / account holder | $4,476 | $6,638-32.6% | $14,305-68.7% | $5,403-17.2% |