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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 | $95,870 | $167,362-42.7% | $143,799-33.3% | $134,532-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.38% | 0.47%-13.9pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,098 | $5,620-44.9% | $4,952-37.4% | $4,741-34.7% |
| Participant deferral / active EE | $6,581 | $6,447+2.1% | $5,638+16.7% | $6,401+2.8% |
| Admin fee / account holder | $1,414 | $18,094-92.2% | $14,677-90.4% | $11,429-87.6% |