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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 | $63,338 | $85,790-26.2% | $67,313-5.9% | $135,380-53.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.17% | -0.54%-3.6pp | -4.08%-0.1pp | 519.81%-524.0pp |
| Employer contribution / active EE | $667 | $3,487-80.9% | $2,566-74.0% | $4,779-86.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $393 | $6,392-93.8% | $4,507-91.3% | $10,828-96.4% |