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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 | $31,253 | $46,697-33.1% | $117,533-73.4% | $68,486-54.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -11.31% | -14.52%+3.2pp | 29.77%-41.1pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,093 | $1,506+39.0% | $4,179-49.9% | $2,597-19.4% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $416 | $4,023-89.7% | $5,647-92.6% | $5,404-92.3% |