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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 | $92,555 | $52,678+75.7% | $75,784+22.1% | $59,633+55.2% |
| Participation rate | 74.1% | 67.2%+6.8pp | 75.8%-1.7pp | 68.7%+5.4pp |
| Annual return | -2.84% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $5,934 | $2,193+170.5% | $3,323+78.5% | $2,203+169.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $622 | $3,610-82.8% | $5,300-88.3% | $4,297-85.5% |