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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 | $114,653 | $82,288+39.3% | $68,794+66.7% | $134,509-14.8% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.0%+1.6pp | 81.2%-10.6pp |
| Annual return | -14.21% | -2.19%-12.0pp | -6.37%-7.8pp | 418.13%-432.3pp |
| Employer contribution / active EE | $1,886 | $3,301-42.9% | $2,656-29.0% | $4,741-60.2% |
| Participant deferral / active EE | $5,409 | $4,738+14.1% | $3,941+37.2% | $6,400-15.5% |
| Admin fee / account holder | $4,229 | $6,482-34.8% | $4,934-14.3% | $11,427-63.0% |