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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 | $87,315 | $92,219-5.3% | $76,766+13.7% | $135,382-35.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.49% | 5.46%-11.9pp | 2.43%-8.9pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,583 | $3,216-50.8% | $2,485-36.3% | $4,779-66.9% |
| Participant deferral / active EE | $3,928 | $4,508-12.9% | $3,851+2.0% | $5,609-30.0% |
| Admin fee / account holder | $619 | $10,749-94.2% | $6,675-90.7% | $10,829-94.3% |