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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 | $30,935 | $69,541-55.5% | $59,899-48.4% | $135,380-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.86% | 7.95%-13.8pp | 3.46%-9.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,031 | $4,206-27.9% | $3,402-10.9% | $5,609-46.0% |
| Admin fee / account holder | $2,944 | $5,737-48.7% | $3,592-18.0% | $10,828-72.8% |