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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 | $17,426 | $57,352-69.6% | $83,831-79.2% | $64,173-72.8% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -7.24% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $814 | $2,546-68.0% | $3,631-77.6% | $2,381-65.8% |
| Participant deferral / active EE | $2,179 | $2,993-27.2% | $4,082-46.6% | $3,470-37.2% |
| Admin fee / account holder | $2,550 | $4,046-37.0% | $5,479-53.5% | $4,887-47.8% |