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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 | $79,031 | $97,020-18.5% | $83,327-5.2% | $135,380-41.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | 12.31%-16.8pp | 10.64%-15.2pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,933 | $4,144+115.6% | $3,379+164.4% | $4,779+86.9% |
| Participant deferral / active EE | $14,547 | $5,964+143.9% | $5,565+161.4% | $5,609+159.3% |
| Admin fee / account holder | $4,202 | $8,426-50.1% | $7,540-44.3% | $10,828-61.2% |