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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 | $38,954 | $97,027-59.9% | $83,323-53.2% | $135,382-71.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -8.55% | 12.31%-20.9pp | 10.63%-19.2pp | 519.77%-528.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,363 | $5,964+124.1% | $5,565+140.1% | $5,609+138.3% |
| Admin fee / account holder | $1,347 | $8,427-84.0% | $7,539-82.1% | $10,829-87.6% |