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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 | $70,906 | $83,908-15.5% | $68,509+3.5% | $125,389-43.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | -2.67% | 14.48%-17.2pp | 8.27%-10.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,844 | $4,125+17.4% | $3,382+43.2% | $5,352-9.5% |
| Admin fee / account holder | $18,891 | $8,982+110.3% | $5,275+258.1% | $9,541+98.0% |