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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 | $56,556 | $95,975-41.1% | $74,552-24.1% | $135,382-58.2% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -6.42% | 56.96%-63.4pp | 32.53%-39.0pp | 519.77%-526.2pp |
| Employer contribution / active EE | $945 | $2,716-65.2% | $1,961-51.8% | $4,779-80.2% |
| Participant deferral / active EE | $1,592 | $3,844-58.6% | $3,108-48.8% | $5,609-71.6% |
| Admin fee / account holder | $599 | $6,522-90.8% | $5,060-88.2% | $10,829-94.5% |