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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 | $167,353-67.4% | $143,797-62.0% | $134,545-59.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -12.94% | 0.48%-13.4pp | -0.04%-12.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,816 | $5,620-67.7% | $4,952-63.3% | $4,742-61.7% |
| Participant deferral / active EE | $5,733 | $6,447-11.1% | $5,638+1.7% | $6,401-10.4% |
| Admin fee / account holder | $7,302 | $18,096-59.6% | $14,679-50.3% | $11,431-36.1% |