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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 | $62,023 | $100,805-38.5% | $86,698-28.5% | $134,532-53.9% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -19.48% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,434 | $3,490-58.9% | $2,837-49.5% | $4,741-69.8% |
| Participant deferral / active EE | $6,436 | $5,339+20.5% | $4,656+38.2% | $6,401+0.6% |
| Admin fee / account holder | $923 | $10,925-91.6% | $7,493-87.7% | $11,429-91.9% |