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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 | $79,998 | $82,028-2.5% | $123,105-35.0% | $59,633+34.2% |
| Participation rate | 86.8% | 83.2%+3.6pp | 86.8%+0.1pp | 68.7%+18.2pp |
| Annual return | -1.53% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,322 | $4,667+142.6% | $6,229+81.7% | $3,192+254.7% |
| Admin fee / account holder | $6,848 | $5,879+16.5% | $9,014-24.0% | $4,297+59.4% |