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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 | $24,944 | $45,872-45.6% | $77,096-67.6% | $68,486-63.6% |
| Participation rate | 74.4% | 55.9%+18.5pp | 67.9%+6.5pp | 67.9%+6.5pp |
| Annual return | -5.95% | 1.73%-7.7pp | 42.35%-48.3pp | -7.85%+1.9pp |
| Employer contribution / active EE | $9,176 | $1,650+456.3% | $2,814+226.0% | $2,597+253.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,133 | $3,041+3.0% | $5,428-42.3% | $5,404-42.0% |