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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 | $48,260 | $167,362-71.2% | $143,799-66.4% | $134,532-64.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.03% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $1,827 | $5,620-67.5% | $4,952-63.1% | $4,741-61.5% |
| Participant deferral / active EE | $4,619 | $6,447-28.4% | $5,638-18.1% | $6,401-27.8% |
| Admin fee / account holder | $1,097 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |