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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 | $61,883 | $167,362-63.0% | $143,799-57.0% | $134,532-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,365 | $5,620-57.9% | $4,952-52.2% | $4,741-50.1% |
| Participant deferral / active EE | $9,613 | $6,447+49.1% | $5,638+70.5% | $6,401+50.2% |
| Admin fee / account holder | $640 | $18,094-96.5% | $14,677-95.6% | $11,429-94.4% |