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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 | $45,732 | $95,917-52.3% | $79,583-42.5% | $134,545-66.0% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.2pp | 81.2%+13.5pp |
| Annual return | -10.61% | -2.70%-7.9pp | 0.16%-10.8pp | 418.37%-429.0pp |
| Employer contribution / active EE | $965 | $3,129-69.2% | $2,414-60.0% | $4,742-79.7% |
| Participant deferral / active EE | $2,020 | $4,694-57.0% | $3,986-49.3% | $6,401-68.4% |
| Admin fee / account holder | $452 | $9,132-95.1% | $6,835-93.4% | $11,431-96.0% |