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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 | $78,823 | $87,546-10.0% | $75,784+4.0% | $125,389-37.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.13% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,158 | $3,930-19.6% | $3,323-5.0% | $4,866-35.1% |
| Participant deferral / active EE | $3,474 | $4,230-17.9% | $3,652-4.9% | $5,352-35.1% |
| Admin fee / account holder | $998 | $6,503-84.6% | $5,300-81.2% | $9,541-89.5% |