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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 | $14,035 | $97,020-85.5% | $83,322-83.2% | $135,379-89.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -1.24% | 12.31%-13.5pp | 10.64%-11.9pp | 519.79%-521.0pp |
| Employer contribution / active EE | $977 | $4,144-76.4% | $3,379-71.1% | $4,779-79.5% |
| Participant deferral / active EE | $5,232 | $5,964-12.3% | $5,565-6.0% | $5,609-6.7% |
| Admin fee / account holder | $8,328 | $8,426-1.2% | $7,540+10.4% | $10,828-23.1% |