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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 | $100,375 | $142,361-29.5% | $119,608-16.1% | $134,509-25.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -5.71% | -12.46%+6.8pp | -14.98%+9.3pp | 418.13%-423.8pp |
| Employer contribution / active EE | $2,317 | $5,224-55.6% | $4,232-45.3% | $4,741-51.1% |
| Participant deferral / active EE | $3,496 | $6,468-45.9% | $5,601-37.6% | $6,400-45.4% |
| Admin fee / account holder | $6,807 | $13,588-49.9% | $10,326-34.1% | $11,427-40.4% |