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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 | $36,868 | $147,167-74.9% | $111,392-66.9% | $135,380-72.8% |
| Participation rate | 95.7% | 84.0%+11.6pp | 78.9%+16.8pp | 82.6%+13.0pp |
| Annual return | -6.91% | -4.44%-2.5pp | -2.06%-4.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,866 | $5,204-64.1% | $4,328-56.9% | $4,779-60.9% |
| Participant deferral / active EE | $10,969 | $6,565+67.1% | $5,567+97.0% | $5,609+95.6% |
| Admin fee / account holder | $3,184 | $20,270-84.3% | $12,266-74.0% | $10,828-70.6% |