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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 | $36,776 | $147,167-75.0% | $111,392-67.0% | $135,380-72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 6.93% | -4.44%+11.4pp | -2.06%+9.0pp | 519.81%-512.9pp |
| Employer contribution / active EE | $1,415 | $5,204-72.8% | $4,328-67.3% | $4,779-70.4% |
| Participant deferral / active EE | $2,754 | $6,565-58.0% | $5,567-50.5% | $5,609-50.9% |
| Admin fee / account holder | $1,279 | $20,270-93.7% | $12,266-89.6% | $10,828-88.2% |