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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 | $83,469 | $46,697+78.7% | $117,533-29.0% | $68,486+21.9% |
| Participation rate | 78.9% | 56.8%+22.2pp | 70.6%+8.3pp | 67.9%+11.1pp |
| Annual return | -16.76% | -14.52%-2.2pp | 29.77%-46.5pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,520 | $1,506+67.4% | $4,179-39.7% | $2,597-2.9% |
| Participant deferral / active EE | $9,100 | $2,637+245.0% | $4,072+123.5% | $4,028+125.9% |
| Admin fee / account holder | $1,199 | $4,023-70.2% | $5,647-78.8% | $5,404-77.8% |