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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 | $41,606 | $64,307-35.3% | $57,347-27.4% | $125,393-66.8% |
| Participation rate | 73.7% | 78.6%-5.0pp | 75.1%-1.4pp | 83.2%-9.5pp |
| Annual return | -0.53% | 25.14%-25.7pp | 24.40%-24.9pp | 282.23%-282.8pp |
| Employer contribution / active EE | $909 | $3,193-71.5% | $2,689-66.2% | $4,866-81.3% |
| Participant deferral / active EE | $4,756 | $3,847+23.6% | $3,162+50.4% | $5,351-11.1% |
| Admin fee / account holder | $3,771 | $5,242-28.1% | $3,356+12.4% | $9,541-60.5% |