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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 | $80,423 | $87,546-8.1% | $75,784+6.1% | $125,389-35.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.92% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,449 | $3,930-63.1% | $3,323-56.4% | $4,866-70.2% |
| Participant deferral / active EE | $6,311 | $4,230+49.2% | $3,652+72.8% | $5,352+17.9% |
| Admin fee / account holder | $3,228 | $6,503-50.4% | $5,300-39.1% | $9,541-66.2% |