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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 | $23,551 | $46,360-49.2% | $147,617-84.0% | $52,331-55.0% |
| Participation rate | 73.6% | 64.9%+8.6pp | 84.6%-11.0pp | 68.1%+5.5pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $563 | $2,126-73.5% | $5,564-89.9% | $1,882-70.1% |
| Participant deferral / active EE | $1,310 | $2,258-42.0% | $4,895-73.2% | $3,022-56.7% |
| Admin fee / account holder | $6,003 | $766+683.9% | $11,612-48.3% | $592+914.8% |