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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 | $112,536 | $127,100-11.5% | $105,738+6.4% | $135,382-16.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | -6.59% | 4.49%-11.1pp | 6.27%-12.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $856 | $4,107-79.2% | $3,268-73.8% | $4,779-82.1% |
| Participant deferral / active EE | $3,774 | $5,064-25.5% | $4,080-7.5% | $5,609-32.7% |
| Admin fee / account holder | $728 | $9,087-92.0% | $6,913-89.5% | $10,829-93.3% |