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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 | $34,592 | $57,352-39.7% | $83,831-58.7% | $64,173-46.1% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,955 | $2,546-23.2% | $3,631-46.2% | $2,381-17.9% |
| Participant deferral / active EE | $2,863 | $2,993-4.3% | $4,082-29.9% | $3,470-17.5% |
| Admin fee / account holder | $1,501 | $4,046-62.9% | $5,479-72.6% | $4,887-69.3% |