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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 | $40,628 | $42,910-5.3% | $60,919-33.3% | $68,490-40.7% |
| Participation rate | 78.4% | 66.8%+11.6pp | 73.1%+5.3pp | 67.9%+10.5pp |
| Annual return | -17.42% | -13.99%-3.4pp | 16.96%-34.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,764 | $1,978+39.7% | $2,704+2.2% | $2,597+6.4% |
| Participant deferral / active EE | $4,821 | $2,866+68.2% | $3,814+26.4% | $4,028+19.7% |
| Admin fee / account holder | $1,219 | $3,104-60.7% | $3,228-62.2% | $5,403-77.4% |