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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 | $44,244 | $72,177-38.7% | $115,037-61.5% | $59,632-25.8% |
| Participation rate | 96.4% | 72.6%+23.9pp | 81.4%+15.1pp | 68.7%+27.8pp |
| Annual return | -0.05% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $753 | $2,841-73.5% | $4,608-83.7% | $2,203-65.8% |
| Participant deferral / active EE | $2,088 | $4,783-56.3% | $6,026-65.4% | $3,192-34.6% |
| Admin fee / account holder | $6,967 | $4,927+41.4% | $8,175-14.8% | $4,297+62.1% |