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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 | $89,632 | $107,809-16.9% | $90,657-1.1% | $135,380-33.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -8.63% | -0.90%-7.7pp | 1.89%-10.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,303 | $3,018-56.8% | $2,532-48.5% | $4,779-72.7% |
| Participant deferral / active EE | $3,322 | $3,872-14.2% | $3,424-3.0% | $5,609-40.8% |
| Admin fee / account holder | $49,345 | $5,931+732.0% | $4,994+888.0% | $10,828+355.7% |