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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 | $21,091 | $95,917-78.0% | $79,583-73.5% | $134,545-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.46% | -2.70%-5.8pp | 0.16%-8.6pp | 418.37%-426.8pp |
| Employer contribution / active EE | $1,930 | $3,129-38.3% | $2,414-20.0% | $4,742-59.3% |
| Participant deferral / active EE | $2,407 | $4,694-48.7% | $3,986-39.6% | $6,401-62.4% |
| Admin fee / account holder | $1,582 | $9,132-82.7% | $6,835-76.8% | $11,431-86.2% |