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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 | $26,250 | $64,311-59.2% | $57,356-54.2% | $125,389-79.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.71% | 25.14%-24.4pp | 24.41%-23.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,829 | $3,846-26.4% | $3,162-10.5% | $5,352-47.1% |
| Admin fee / account holder | $686 | $5,243-86.9% | $3,357-79.6% | $9,541-92.8% |