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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 | $31,432 | $82,314-61.8% | $68,808-54.3% | $134,532-76.6% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -17.94% | -2.18%-15.8pp | -6.37%-11.6pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,658 | $3,301-19.5% | $2,656+0.1% | $4,741-43.9% |
| Participant deferral / active EE | $8,812 | $4,740+85.9% | $3,942+123.5% | $6,401+37.7% |
| Admin fee / account holder | $1,320 | $6,484-79.6% | $4,936-73.3% | $11,429-88.4% |