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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 | $35,750 | $73,019-51.0% | $90,766-60.6% | $68,490-47.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $7,675 | $2,193+250.1% | $2,922+162.7% | $2,597+195.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,007 | $5,897-66.0% | $8,446-76.2% | $5,403-62.9% |