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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 | $47,962 | $142,409-66.3% | $119,634-59.9% | $134,545-64.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.33% | -12.46%+11.1pp | -14.98%+13.7pp | 418.37%-419.7pp |
| Employer contribution / active EE | $19,466 | $5,224+272.6% | $4,232+359.9% | $4,742+310.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,125 | $13,594-91.7% | $10,329-89.1% | $11,431-90.2% |