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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 | $36,014 | $71,878-49.9% | $86,698-58.5% | $68,486-47.4% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -17.10% | 3.53%-20.6pp | 35.95%-53.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,884 | $3,779-23.7% | $4,656-38.1% | $4,028-28.4% |
| Admin fee / account holder | $2,665 | $6,113-56.4% | $7,493-64.4% | $5,404-50.7% |