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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 | $8,813 | $45,872-80.8% | $77,081-88.6% | $68,495-87.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -7.13% | 1.73%-8.9pp | 42.33%-49.5pp | -7.84%+0.7pp |
| Employer contribution / active EE | $1,132 | $1,650-31.4% | $2,813-59.8% | $2,596-56.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $312 | $3,041-89.7% | $5,427-94.2% | $5,403-94.2% |