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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 | $53,701 | $131,835-59.3% | $108,582-50.5% | $273,972-80.4% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.6%+16.1pp | 83.0%+12.6pp |
| Annual return | 2.85% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.6pp |
| Employer contribution / active EE | $4,965 | $4,913+1.1% | $3,758+32.1% | $4,869+2.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $960 | $10,253-90.6% | $7,645-87.4% | $10,133-90.5% |