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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 | $57,203 | $82,028-30.3% | $123,105-53.5% | $59,633-4.1% |
| Participation rate | 91.5% | 83.2%+8.3pp | 86.8%+4.7pp | 68.7%+22.8pp |
| Annual return | -1.26% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,372 | $4,667-27.7% | $6,229-45.9% | $3,192+5.7% |
| Admin fee / account holder | $3,438 | $5,879-41.5% | $9,014-61.9% | $4,297-20.0% |