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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 | $111,429 | $167,353-33.4% | $143,797-22.5% | $134,545-17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,730 | $5,620-69.2% | $4,952-65.1% | $4,742-63.5% |
| Participant deferral / active EE | $8,991 | $6,447+39.5% | $5,638+59.5% | $6,401+40.5% |
| Admin fee / account holder | $1,081 | $18,096-94.0% | $14,679-92.6% | $11,431-90.5% |