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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 | $189,244 | $95,915+97.3% | $79,580+137.8% | $134,532+40.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -10.90% | -2.71%-8.2pp | 0.15%-11.1pp | 418.27%-429.2pp |
| Employer contribution / active EE | $1,894 | $3,129-39.5% | $2,413-21.5% | $4,741-60.1% |
| Participant deferral / active EE | $7,125 | $4,693+51.8% | $3,985+78.8% | $6,401+11.3% |
| Admin fee / account holder | $2,513 | $9,132-72.5% | $6,835-63.2% | $11,429-78.0% |