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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 | $38,286 | $77,816-50.8% | $123,552-69.0% | $64,173-40.3% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -5.15% | 12.49%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,519 | $5,240+24.4% | $6,426+1.4% | $3,470+87.9% |
| Admin fee / account holder | $2,110 | $5,519-61.8% | $9,285-77.3% | $4,887-56.8% |