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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 | $56,771 | $72,404-21.6% | $110,241-48.5% | $64,181-11.5% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.75%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,556 | $2,282-31.8% | $3,827-59.3% | $2,381-34.6% |
| Participant deferral / active EE | $3,702 | $3,469+6.7% | $4,672-20.8% | $3,470+6.7% |
| Admin fee / account holder | $3,830 | $5,664-32.4% | $8,548-55.2% | $4,887-21.6% |