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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 | $85,485 | $45,872+86.4% | $77,096+10.9% | $68,486+24.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -0.21% | 1.73%-1.9pp | 42.35%-42.6pp | -7.85%+7.6pp |
| Employer contribution / active EE | $1,087 | $1,650-34.1% | $2,814-61.4% | $2,597-58.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,083 | $3,041-64.4% | $5,428-80.1% | $5,404-80.0% |