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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 | $31,324 | $72,404-56.7% | $110,243-71.6% | $64,173-51.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | -5.60% | -6.29%+0.7pp | 314.76%-320.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,215 | $2,282-2.9% | $3,827-42.1% | $2,381-6.9% |
| Participant deferral / active EE | $2,493 | $3,469-28.1% | $4,672-46.6% | $3,470-28.1% |
| Admin fee / account holder | $873 | $5,664-84.6% | $8,548-89.8% | $4,887-82.1% |