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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 | $51,595 | $175,600-70.6% | $129,110-60.0% | $134,509-61.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -13.73% | -11.39%-2.3pp | -10.94%-2.8pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,832 | $6,355-71.2% | $5,052-63.7% | $4,741-61.4% |
| Participant deferral / active EE | $2,805 | $7,975-64.8% | $6,542-57.1% | $6,400-56.2% |
| Admin fee / account holder | $2,249 | $23,567-90.5% | $14,302-84.3% | $11,427-80.3% |