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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 | $43,359 | $211,946-79.5% | $169,452-74.4% | $135,382-68.0% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -5.00% | 3.26%-8.3pp | 1.83%-6.8pp | 519.77%-524.8pp |
| Employer contribution / active EE | $1,924 | $5,117-62.4% | $4,157-53.7% | $4,779-59.7% |
| Participant deferral / active EE | $1,980 | $6,075-67.4% | $5,277-62.5% | $5,609-64.7% |
| Admin fee / account holder | $315 | $11,472-97.3% | $9,110-96.5% | $10,829-97.1% |