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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 | $78,418 | $77,817+0.8% | $123,553-36.5% | $64,173+22.2% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -6.04% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,739 | $5,240+28.6% | $6,426+4.9% | $3,470+94.2% |
| Admin fee / account holder | $1,550 | $5,519-71.9% | $9,284-83.3% | $4,887-68.3% |