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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 | $117,069 | $131,835-11.2% | $108,582+7.8% | $273,972-57.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.94% | -91.57%+102.5pp | -51.70%+62.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,190 | $4,913-55.4% | $3,758-41.7% | $4,869-55.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,871 | $10,253-72.0% | $7,645-62.4% | $10,133-71.7% |