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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 | $15,539 | $73,863-79.0% | $143,797-89.2% | $68,490-77.3% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -16.67% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $468 | $3,185-85.3% | $4,952-90.5% | $2,597-82.0% |
| Participant deferral / active EE | $1,816 | $3,385-46.4% | $5,638-67.8% | $4,028-54.9% |
| Admin fee / account holder | $586 | $5,756-89.8% | $14,679-96.0% | $5,403-89.1% |