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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 | $17,055 | $69,518-75.5% | $59,883-71.5% | $135,382-87.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | -2.13% | 7.95%-10.1pp | 3.46%-5.6pp | 519.77%-521.9pp |
| Employer contribution / active EE | $3,387 | $3,235+4.7% | $2,722+24.4% | $4,779-29.1% |
| Participant deferral / active EE | $5,490 | $4,204+30.6% | $3,402+61.4% | $5,609-2.1% |
| Admin fee / account holder | $1,842 | $5,734-67.9% | $3,591-48.7% | $10,829-83.0% |