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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 | $32,687 | $105,853-69.1% | $90,752-64.0% | $134,493-75.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.61% | -10.99%-5.6pp | -12.16%-4.5pp | 418.01%-434.6pp |
| Employer contribution / active EE | $1,490 | $3,462-57.0% | $2,921-49.0% | $4,740-68.6% |
| Participant deferral / active EE | $4,647 | $5,216-10.9% | $4,564+1.8% | $6,400-27.4% |
| Admin fee / account holder | $2,645 | $13,938-81.0% | $8,446-68.7% | $11,425-76.8% |