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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 | $18,365 | $64,706-71.6% | $112,244-83.6% | $68,498-73.2% |
| Participation rate | 84.6% | 67.1%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -18.36% | -11.40%-7.0pp | 27.46%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,783 | $2,746-35.1% | $3,635-50.9% | $2,596-31.3% |
| Participant deferral / active EE | $2,920 | $3,565-18.1% | $4,728-38.2% | $4,027-27.5% |
| Admin fee / account holder | $1,265 | $5,231-75.8% | $6,411-80.3% | $5,403-76.6% |