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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 | $103,762 | $64,719+60.3% | $112,249-7.6% | $68,486+51.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.92% | -11.40%-3.5pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $12,661 | $2,747+361.0% | $3,636+248.2% | $2,597+387.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,283 | $5,232-75.5% | $6,412-80.0% | $5,404-76.3% |