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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 | $65,095 | $85,790-24.1% | $67,313-3.3% | $135,379-51.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.37% | -0.54%-7.8pp | -4.08%-4.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,105 | $3,487-39.6% | $2,566-17.9% | $4,779-55.9% |
| Participant deferral / active EE | $5,023 | $4,651+8.0% | $3,568+40.8% | $5,609-10.4% |
| Admin fee / account holder | $3,037 | $6,392-52.5% | $4,507-32.6% | $10,828-72.0% |