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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 | $17,352 | $64,311-73.0% | $57,356-69.7% | $125,389-86.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 75.1%+18.3pp | 83.2%+10.1pp |
| Annual return | -2.31% | 25.14%-27.5pp | 24.41%-26.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,185 | $3,193-31.6% | $2,689-18.7% | $4,866-55.1% |
| Participant deferral / active EE | $1,244 | $3,846-67.7% | $3,162-60.7% | $5,352-76.8% |
| Admin fee / account holder | $571 | $5,243-89.1% | $3,357-83.0% | $9,541-94.0% |