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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 | $22,484 | $75,962-70.4% | $154,108-85.4% | $64,173-65.0% |
| Participation rate | 71.7% | 70.4%+1.3pp | 83.0%-11.4pp | 69.6%+2.1pp |
| Annual return | -3.27% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,045 | $3,350-68.8% | $5,298-80.3% | $2,381-56.1% |
| Participant deferral / active EE | $2,147 | $3,175-32.4% | $5,081-57.7% | $3,470-38.1% |
| Admin fee / account holder | $5,649 | $5,589+1.1% | $13,411-57.9% | $4,887+15.6% |