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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 | $65,681 | $94,529-30.5% | $140,019-53.1% | $64,173+2.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.65% | 7.77%-14.4pp | 651.15%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,850 | $3,812-51.5% | $5,605-67.0% | $2,381-22.3% |
| Participant deferral / active EE | $7,972 | $5,250+51.8% | $6,927+15.1% | $3,470+129.8% |
| Admin fee / account holder | $4,536 | $6,741-32.7% | $10,705-57.6% | $4,887-7.2% |