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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 | $30,931 | $54,380-43.1% | $68,509-54.9% | $59,633-48.1% |
| Participation rate | 92.6% | 70.2%+22.4pp | 74.7%+17.9pp | 68.7%+24.0pp |
| Annual return | -0.38% | 2.83%-3.2pp | 8.27%-8.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $5,552 | $1,539+260.9% | $2,278+143.7% | $2,203+152.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,174 | $3,885-18.3% | $5,275-39.8% | $4,297-26.1% |