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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 | $11,502 | $45,872-74.9% | $77,100-85.1% | $68,490-83.2% |
| Participation rate | 88.9% | 55.9%+33.0pp | 67.9%+21.0pp | 67.9%+21.0pp |
| Annual return | -10.88% | 1.73%-12.6pp | 42.35%-53.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,311 | $2,963-22.0% | $4,430-47.8% | $4,028-42.6% |
| Admin fee / account holder | $465 | $3,041-84.7% | $5,443-91.4% | $5,403-91.4% |