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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 | $29,891 | $64,719-53.8% | $112,249-73.4% | $68,486-56.4% |
| Participation rate | 71.9% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+4.0pp |
| Annual return | -16.35% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,679 | $2,747-2.4% | $3,636-26.3% | $2,597+3.2% |
| Participant deferral / active EE | $5,009 | $3,565+40.5% | $4,729+5.9% | $4,028+24.4% |
| Admin fee / account holder | $584 | $5,232-88.8% | $6,412-90.9% | $5,404-89.2% |