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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 | $33,154 | $71,878-53.9% | $86,698-61.8% | $68,486-51.6% |
| Participation rate | 94.9% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.65% | 3.53%-21.2pp | 35.95%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,972 | $2,173-9.2% | $2,837-30.5% | $2,597-24.0% |
| Participant deferral / active EE | $2,668 | $3,779-29.4% | $4,656-42.7% | $4,028-33.8% |
| Admin fee / account holder | $981 | $6,113-83.9% | $7,493-86.9% | $5,404-81.8% |