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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 | $189,967 | $142,392+33.4% | $119,622+58.8% | $134,532+41.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | -12.46%-3.9pp | -14.98%-1.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,964 | $5,224-62.4% | $4,232-53.6% | $4,741-58.6% |
| Participant deferral / active EE | $3,118 | $6,467-51.8% | $5,601-44.3% | $6,401-51.3% |
| Admin fee / account holder | $7,608 | $13,593-44.0% | $10,328-26.3% | $11,429-33.4% |