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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 | $76,570 | $82,032-6.7% | $123,106-37.8% | $59,632+28.4% |
| Participation rate | 79.4% | 83.2%-3.8pp | 86.8%-7.4pp | 68.7%+10.7pp |
| Annual return | -1.69% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $3,282 | $3,297-0.5% | $5,151-36.3% | $2,203+49.0% |
| Participant deferral / active EE | $8,350 | $4,667+78.9% | $6,229+34.0% | $3,192+161.6% |
| Admin fee / account holder | $1,551 | $5,881-73.6% | $9,015-82.8% | $4,297-63.9% |