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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 | $13,904 | $40,275-65.5% | $57,356-75.8% | $59,633-76.7% |
| Participation rate | 96.2% | 69.1%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | -1.03% | 27.52%-28.6pp | 24.41%-25.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,261 | $1,921-34.4% | $2,689-53.1% | $2,203-42.8% |
| Participant deferral / active EE | $3,632 | $2,400+51.3% | $3,162+14.9% | $3,192+13.8% |
| Admin fee / account holder | $2,872 | $2,820+1.8% | $3,357-14.5% | $4,297-33.2% |