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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 | $64,281 | $131,835-51.2% | $108,582-40.8% | $273,972-76.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.97% | -91.57%+100.5pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,986 | $4,913-39.2% | $3,758-20.6% | $4,869-38.7% |
| Participant deferral / active EE | $4,371 | $5,127-14.8% | $4,311+1.4% | $5,287-17.3% |
| Admin fee / account holder | $542 | $10,253-94.7% | $7,645-92.9% | $10,133-94.7% |