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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 | $63,986 | $69,518-8.0% | $59,887+6.8% | $135,379-52.7% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.7%+21.0pp | 82.6%+13.0pp |
| Annual return | -3.96% | 7.95%-11.9pp | 3.46%-7.4pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,210 | $3,235-62.6% | $2,722-55.5% | $4,779-74.7% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,131 | $5,734-28.0% | $3,591+15.0% | $10,828-61.8% |