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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 | $28,958 | $82,678-65.0% | $125,391-76.9% | $68,490-57.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,460 | $3,382-56.8% | $4,816-69.7% | $2,597-43.8% |
| Participant deferral / active EE | $7,426 | $6,111+21.5% | $7,448-0.3% | $4,028+84.4% |
| Admin fee / account holder | $1,244 | $6,277-80.2% | $10,009-87.6% | $5,403-77.0% |