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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 | $102,882 | $54,355+89.3% | $82,744+24.3% | $68,486+50.2% |
| Participation rate | 97.8% | 63.9%+33.9pp | 72.6%+25.2pp | 67.9%+29.9pp |
| Annual return | -10.43% | -13.67%+3.2pp | 702.22%-712.7pp | -7.85%-2.6pp |
| Employer contribution / active EE | $2,706 | $2,219+22.0% | $3,008-10.1% | $2,597+4.2% |
| Participant deferral / active EE | $2,489 | $3,246-23.3% | $4,395-43.4% | $4,028-38.2% |
| Admin fee / account holder | $4,642 | $4,397+5.6% | $5,325-12.8% | $5,404-14.1% |