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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 | $37,933 | $95,917-60.5% | $79,583-52.3% | $134,545-71.8% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.7pp | 81.2%+14.0pp |
| Annual return | -13.54% | -2.70%-10.8pp | 0.16%-13.7pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,659 | $3,129-47.0% | $2,414-31.3% | $4,742-65.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,036 | $9,132-88.7% | $6,835-84.8% | $11,431-90.9% |