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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 | $74,142 | $82,314-9.9% | $68,808+7.8% | $134,532-44.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -15.12% | -2.18%-12.9pp | -6.37%-8.8pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,111 | $3,301-66.3% | $2,656-58.2% | $4,741-76.6% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,065 | $6,484-83.6% | $4,936-78.4% | $11,429-90.7% |