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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 | $59,107-6.8% | $86,439-36.3% | $68,498-19.6% |
| Participation rate | 86.5% | 75.2%+11.2pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -3.07% | -0.23%-2.8pp | 4395.55%-4398.6pp | -7.84%+4.8pp |
| Employer contribution / active EE | $2,142 | $2,519-15.0% | $3,769-43.2% | $2,596-17.5% |
| Participant deferral / active EE | $3,896 | $5,901-34.0% | $6,952-44.0% | $4,027-3.3% |
| Admin fee / account holder | $10,496 | $5,637+86.2% | $6,732+55.9% | $5,403+94.3% |