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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 | $57,241 | $142,409-59.8% | $119,634-52.2% | $134,545-57.5% |
| Participation rate | 89.5% | 82.8%+6.6pp | 79.3%+10.2pp | 81.2%+8.2pp |
| Annual return | -17.84% | -12.46%-5.4pp | -14.98%-2.9pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,442 | $5,224-53.3% | $4,232-42.3% | $4,742-48.5% |
| Participant deferral / active EE | $4,985 | $6,468-22.9% | $5,601-11.0% | $6,401-22.1% |
| Admin fee / account holder | $1,518 | $13,594-88.8% | $10,329-85.3% | $11,431-86.7% |