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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 | $64,145 | $84,518-24.1% | $67,704-5.3% | $125,388-48.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.70% | 2.57%-5.3pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,773 | $3,292+75.3% | $2,559+125.5% | $4,866+18.6% |
| Participant deferral / active EE | $9,270 | $4,430+109.3% | $3,585+158.6% | $5,352+73.2% |
| Admin fee / account holder | $424 | $5,340-92.1% | $4,255-90.0% | $9,541-95.6% |