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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 | $119,272 | $131,835-9.5% | $108,582+9.8% | $273,972-56.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.52% | -91.57%+101.1pp | -51.70%+61.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,720 | $4,913-44.6% | $3,758-27.6% | $4,869-44.1% |
| Participant deferral / active EE | $4,157 | $5,127-18.9% | $4,311-3.6% | $5,287-21.4% |
| Admin fee / account holder | $1,660 | $10,253-83.8% | $7,645-78.3% | $10,133-83.6% |