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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 | $33,705 | $87,546-61.5% | $75,784-55.5% | $125,389-73.1% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -1.26% | 13.49%-14.8pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,096 | $3,930-72.1% | $3,323-67.0% | $4,866-77.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $444 | $6,503-93.2% | $5,300-91.6% | $9,541-95.3% |