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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 | $55,064 | $59,111-6.8% | $86,451-36.3% | $68,490-19.6% |
| Participation rate | 86.5% | 75.2%+11.3pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -3.07% | -0.22%-2.8pp | 4398.51%-4401.6pp | -7.85%+4.8pp |
| Employer contribution / active EE | $2,142 | $2,519-15.0% | $3,770-43.2% | $2,597-17.5% |
| Participant deferral / active EE | $3,896 | $5,900-34.0% | $6,953-44.0% | $4,028-3.3% |
| Admin fee / account holder | $10,496 | $5,640+86.1% | $6,734+55.9% | $5,403+94.3% |