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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 | $22,559 | $54,355-58.5% | $82,744-72.7% | $68,486-67.1% |
| Participation rate | 89.4% | 63.9%+25.4pp | 72.6%+16.8pp | 67.9%+21.5pp |
| Annual return | -2.39% | -13.67%+11.3pp | 702.22%-704.6pp | -7.85%+5.5pp |
| Employer contribution / active EE | $1,331 | $2,219-40.0% | $3,008-55.8% | $2,597-48.8% |
| Participant deferral / active EE | $4,752 | $3,246+46.4% | $4,395+8.1% | $4,028+18.0% |
| Admin fee / account holder | $9,520 | $4,397+116.5% | $5,325+78.8% | $5,404+76.2% |