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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 | $172,301 | $100,792+70.9% | $86,691+98.8% | $134,509+28.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -18.56% | 29.08%-47.6pp | 35.94%-54.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,273 | $5,339-1.2% | $4,656+13.2% | $6,400-17.6% |
| Admin fee / account holder | $9,570 | $10,924-12.4% | $7,492+27.7% | $11,427-16.2% |