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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 | $36,746 | $57,352-35.9% | $83,831-56.2% | $64,173-42.7% |
| Participation rate | 91.1% | 68.6%+22.5pp | 76.1%+15.0pp | 69.6%+21.5pp |
| Annual return | -6.26% | 11.38%-17.6pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $10,832 | $2,546+325.5% | $3,631+198.3% | $2,381+355.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $994 | $4,046-75.4% | $5,479-81.9% | $4,887-79.7% |