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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 | $22,922 | $133,981-82.9% | $112,249-79.6% | $134,532-83.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -17.14% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,611 | $4,040-35.4% | $3,636-28.2% | $4,741-44.9% |
| Participant deferral / active EE | $5,854 | $5,292+10.6% | $4,729+23.8% | $6,401-8.5% |
| Admin fee / account holder | $774 | $7,492-89.7% | $6,412-87.9% | $11,429-93.2% |