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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 | $22,942 | $134,001-82.9% | $112,258-79.6% | $134,509-82.9% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.05% | 47.15%-65.2pp | 27.47%-45.5pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,516 | $4,039-37.7% | $3,636-30.8% | $4,741-46.9% |
| Participant deferral / active EE | $3,668 | $5,291-30.7% | $4,728-22.4% | $6,400-42.7% |
| Admin fee / account holder | $495 | $7,491-93.4% | $6,411-92.3% | $11,427-95.7% |