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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 | $158,793 | $167,352-5.1% | $143,788+10.4% | $134,509+18.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -15.69% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $2,666 | $5,620-52.6% | $4,952-46.2% | $4,741-43.8% |
| Participant deferral / active EE | $4,893 | $6,447-24.1% | $5,638-13.2% | $6,400-23.5% |
| Admin fee / account holder | $8,349 | $18,091-53.8% | $14,675-43.1% | $11,427-26.9% |