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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 | $25,826 | $42,909-39.8% | $60,906-57.6% | $68,486-62.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.34% | -13.99%-1.3pp | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,846 | $1,979+94.4% | $2,703+42.3% | $2,597+48.1% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $898 | $3,104-71.1% | $3,227-72.2% | $5,404-83.4% |