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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 | $105,154 | $142,392-26.2% | $119,622-12.1% | $134,532-21.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.61% | -12.46%-5.1pp | -14.98%-2.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,102 | $5,224-59.8% | $4,232-50.3% | $4,741-55.7% |
| Participant deferral / active EE | $3,717 | $6,467-42.5% | $5,601-33.6% | $6,401-41.9% |
| Admin fee / account holder | $2,347 | $13,593-82.7% | $10,328-77.3% | $11,429-79.5% |