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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 | $11,107 | $73,848-85.0% | $143,799-92.3% | $68,486-83.8% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -17.73% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,142 | $3,385+22.4% | $5,638-26.5% | $4,028+2.8% |
| Admin fee / account holder | $1,128 | $5,755-80.4% | $14,677-92.3% | $5,404-79.1% |