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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 | $56,733 | $58,320-2.7% | $86,438-34.4% | $66,938-15.2% |
| Participation rate | 79.8% | 78.6%+1.2pp | 80.3%-0.5pp | 69.8%+10.0pp |
| Annual return | -11.17% | -9.71%-1.5pp | 4397.19%-4408.4pp | 1.58%-12.7pp |
| Employer contribution / active EE | $3,697 | $2,615+41.4% | $3,769-1.9% | $2,545+45.3% |
| Participant deferral / active EE | $9,585 | $6,899+38.9% | $6,952+37.9% | $4,238+126.2% |
| Admin fee / account holder | $3,857 | $546+606.7% | $6,733-42.7% | $594+549.9% |