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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 | $103,704 | $73,848+40.4% | $143,799-27.9% | $68,486+51.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.65% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,585 | $3,184-18.8% | $4,952-47.8% | $2,597-0.5% |
| Participant deferral / active EE | $8,689 | $3,385+156.7% | $5,638+54.1% | $4,028+115.8% |
| Admin fee / account holder | $8,449 | $5,755+46.8% | $14,677-42.4% | $5,404+56.3% |