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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 | $47,120 | $167,352-71.8% | $143,788-67.2% | $134,509-65.0% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,140 | $5,620-61.9% | $4,952-56.8% | $4,741-54.9% |
| Participant deferral / active EE | $3,801 | $6,447-41.0% | $5,638-32.6% | $6,400-40.6% |
| Admin fee / account holder | $2,252 | $18,091-87.6% | $14,675-84.7% | $11,427-80.3% |