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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 | $40,148 | $211,946-81.1% | $169,452-76.3% | $135,380-70.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.60% | 3.26%-10.9pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,951 | $5,117-42.3% | $4,157-29.0% | $4,779-38.2% |
| Participant deferral / active EE | $3,949 | $6,075-35.0% | $5,277-25.2% | $5,609-29.6% |
| Admin fee / account holder | $1,036 | $11,472-91.0% | $9,110-88.6% | $10,828-90.4% |