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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 | $24,921 | $69,518-64.2% | $59,887-58.4% | $135,379-81.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.36% | 7.95%-9.3pp | 3.46%-4.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $3,341 | $3,235+3.3% | $2,722+22.7% | $4,779-30.1% |
| Participant deferral / active EE | $5,592 | $4,204+33.0% | $3,402+64.4% | $5,609-0.3% |
| Admin fee / account holder | $2,791 | $5,734-51.3% | $3,591-22.3% | $10,828-74.2% |