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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 | $44,805 | $59,819-25.1% | $79,583-43.7% | $68,490-34.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.37% | -12.30%-3.1pp | 0.16%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,150 | $1,505+42.8% | $2,414-10.9% | $2,597-17.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,733 | $4,835-64.1% | $6,835-74.6% | $5,403-67.9% |