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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 | $111,234 | $75,962+46.4% | $154,108-27.8% | $64,173+73.3% |
| Participation rate | 70.5% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,602 | $3,350-22.3% | $5,298-50.9% | $2,381+9.3% |
| Participant deferral / active EE | $4,275 | $3,175+34.7% | $5,081-15.8% | $3,470+23.2% |
| Admin fee / account holder | $17,019 | $5,589+204.5% | $13,411+26.9% | $4,887+248.2% |