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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 | $101,336 | $131,835-23.1% | $108,582-6.7% | $273,972-63.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.84% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.6pp |
| Employer contribution / active EE | $7,917 | $4,913+61.1% | $3,758+110.6% | $4,869+62.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,463 | $10,253-66.2% | $7,645-54.7% | $10,133-65.8% |