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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 | $78,350 | $106,549-26.5% | $91,225-14.1% | $134,509-41.8% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -16.05% | 160.73%-176.8pp | 114.10%-130.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,656 | $3,331-50.3% | $2,851-41.9% | $4,741-65.1% |
| Participant deferral / active EE | $3,471 | $4,719-26.5% | $4,234-18.0% | $6,400-45.8% |
| Admin fee / account holder | $5,532 | $6,234-11.3% | $5,422+2.0% | $11,427-51.6% |