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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 | $21,466 | $69,518-69.1% | $59,887-64.2% | $135,379-84.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.10% | 7.95%-13.1pp | 3.46%-8.6pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,587 | $3,235-50.9% | $2,722-41.7% | $4,779-66.8% |
| Participant deferral / active EE | $2,429 | $4,204-42.2% | $3,402-28.6% | $5,609-56.7% |
| Admin fee / account holder | $513 | $5,734-91.1% | $3,591-85.7% | $10,828-95.3% |