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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 | $211,533 | $131,835+60.5% | $108,582+94.8% | $273,972-22.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 6.88% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,151 | $4,913-76.6% | $3,758-69.4% | $4,869-76.4% |
| Participant deferral / active EE | $2,302 | $5,127-55.1% | $4,311-46.6% | $5,287-56.5% |
| Admin fee / account holder | $128,500 | $10,253+1153.3% | $7,645+1580.8% | $10,133+1168.2% |