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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 | $40,566 | $73,848-45.1% | $143,799-71.8% | $68,486-40.8% |
| Participation rate | 83.7% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -14.81% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,515 | $3,385-55.2% | $5,638-73.1% | $4,028-62.4% |
| Admin fee / account holder | $1,227 | $5,755-78.7% | $14,677-91.6% | $5,404-77.3% |