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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 | $35,841 | $54,380-34.1% | $68,509-47.7% | $59,633-39.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.20% | 2.83%-2.6pp | 8.27%-8.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $5,012 | $1,539+225.7% | $2,278+120.0% | $2,203+127.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,535 | $3,885-60.5% | $5,275-70.9% | $4,297-64.3% |