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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 | $85,530 | $142,409-39.9% | $119,634-28.5% | $134,545-36.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.67% | -12.46%-4.2pp | -14.98%-1.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,435 | $5,224-72.5% | $4,232-66.1% | $4,742-69.7% |
| Participant deferral / active EE | $4,205 | $6,468-35.0% | $5,601-24.9% | $6,401-34.3% |
| Admin fee / account holder | $4,352 | $13,594-68.0% | $10,329-57.9% | $11,431-61.9% |