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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 | $104,027 | $53,162+95.7% | $91,225+14.0% | $68,495+51.9% |
| Participation rate | 71.1% | 63.2%+7.8pp | 73.2%-2.1pp | 67.9%+3.2pp |
| Annual return | -18.19% | -3.14%-15.0pp | 114.10%-132.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,809 | $2,974+162.6% | $4,234+84.4% | $4,028+93.9% |
| Admin fee / account holder | $4,533 | $4,493+0.9% | $5,422-16.4% | $5,403-16.1% |