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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 | $152,985 | $107,809+41.9% | $90,657+68.8% | $135,380+13.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.78% | -0.90%-2.9pp | 1.89%-5.7pp | 519.81%-523.6pp |
| Employer contribution / active EE | $7,353 | $3,018+143.6% | $2,532+190.4% | $4,779+53.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,340 | $5,931-60.5% | $4,994-53.1% | $10,828-78.4% |