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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 | $38,752 | $133,998-71.1% | $112,263-65.5% | $134,545-71.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -8.52% | 47.17%-55.7pp | 27.49%-36.0pp | 418.37%-426.9pp |
| Employer contribution / active EE | $1,716 | $4,040-57.5% | $3,636-52.8% | $4,742-63.8% |
| Participant deferral / active EE | $3,822 | $5,292-27.8% | $4,729-19.2% | $6,401-40.3% |
| Admin fee / account holder | $6,511 | $7,493-13.1% | $6,410+1.6% | $11,431-43.0% |