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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 | $98,804 | $129,959-24.0% | $104,301-5.3% | $134,532-26.6% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -18.55% | 42.04%-60.6pp | 24.61%-43.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $930 | $4,185-77.8% | $3,373-72.4% | $4,741-80.4% |
| Participant deferral / active EE | $1,454 | $5,589-74.0% | $4,626-68.6% | $6,401-77.3% |
| Admin fee / account holder | $993 | $9,325-89.4% | $7,340-86.5% | $11,429-91.3% |