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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 | $23,600 | $133,983-82.4% | $112,244-79.0% | $134,493-82.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.01% | 47.13%-66.1pp | 27.46%-46.5pp | 418.01%-437.0pp |
| Employer contribution / active EE | $2,120 | $4,039-47.5% | $3,635-41.7% | $4,740-55.3% |
| Participant deferral / active EE | $2,444 | $5,291-53.8% | $4,728-48.3% | $6,400-61.8% |
| Admin fee / account holder | $352 | $7,490-95.3% | $6,411-94.5% | $11,425-96.9% |