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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 | $33,583 | $82,674-59.4% | $125,381-73.2% | $68,486-51.0% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $889 | $3,382-73.7% | $4,815-81.5% | $2,597-65.8% |
| Participant deferral / active EE | $5,560 | $6,111-9.0% | $7,448-25.3% | $4,028+38.1% |
| Admin fee / account holder | $721 | $6,277-88.5% | $10,007-92.8% | $5,404-86.7% |