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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 | $71,515 | $113,941-37.2% | $94,229-24.1% | $125,389-43.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.92% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,152 | $4,727-75.6% | $3,587-67.9% | $4,866-76.3% |
| Participant deferral / active EE | $2,769 | $5,179-46.5% | $4,320-35.9% | $5,352-48.3% |
| Admin fee / account holder | $2,250 | $8,392-73.2% | $6,269-64.1% | $9,541-76.4% |