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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 | $24,938 | $158,852-84.3% | $121,220-79.4% | $135,380-81.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -8.38% | -0.64%-7.7pp | 16.94%-25.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,651 | $5,666-53.2% | $4,023-34.1% | $4,779-44.5% |
| Participant deferral / active EE | $3,840 | $4,006-4.1% | $3,345+14.8% | $5,609-31.5% |
| Admin fee / account holder | $818 | $6,515-87.4% | $5,021-83.7% | $10,828-92.4% |