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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 | $106,400 | $95,188+11.8% | $76,518+39.1% | $135,379-21.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -4.68% | 4.85%-9.5pp | -0.27%-4.4pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,080 | $3,303-67.3% | $2,647-59.2% | $4,779-77.4% |
| Participant deferral / active EE | $8,251 | $4,640+77.8% | $3,836+115.1% | $5,609+47.1% |
| Admin fee / account holder | $765 | $6,249-87.8% | $4,849-84.2% | $10,828-92.9% |