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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 | $31,694 | $42,910-26.1% | $60,919-48.0% | $68,490-53.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.85% | -13.99%+4.1pp | 16.96%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $958 | $1,978-51.6% | $2,704-64.6% | $2,597-63.1% |
| Participant deferral / active EE | $1,439 | $2,866-49.8% | $3,814-62.3% | $4,028-64.3% |
| Admin fee / account holder | $5,018 | $3,104+61.6% | $3,228+55.5% | $5,403-7.1% |