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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 | $54,605 | $167,323-67.4% | $143,770-62.0% | $134,493-59.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -12.94% | 0.47%-13.4pp | -0.04%-12.9pp | 418.01%-431.0pp |
| Employer contribution / active EE | $1,816 | $5,619-67.7% | $4,951-63.3% | $4,740-61.7% |
| Participant deferral / active EE | $5,733 | $6,446-11.1% | $5,638+1.7% | $6,400-10.4% |
| Admin fee / account holder | $7,302 | $18,088-59.6% | $14,673-50.2% | $11,425-36.1% |