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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 | $52,229 | $39,162+33.4% | $100,671-48.1% | $59,633-12.4% |
| Participation rate | 89.7% | 55.9%+33.8pp | 70.7%+18.9pp | 68.7%+21.0pp |
| Annual return | -2.38% | 21.07%-23.4pp | 20.43%-22.8pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $1,326 | $1,151+15.2% | $4,012-67.0% | $2,203-39.8% |
| Participant deferral / active EE | $2,004 | $1,992+0.6% | $3,144-36.2% | $3,192-37.2% |
| Admin fee / account holder | $805 | $2,969-72.9% | $4,850-83.4% | $4,297-81.3% |