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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 | $70,740 | $131,835-46.3% | $108,582-34.9% | $273,972-74.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.21% | -91.57%+94.8pp | -51.70%+54.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $8,286 | $4,913+68.7% | $3,758+120.5% | $4,869+70.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $455 | $10,253-95.6% | $7,645-94.1% | $10,133-95.5% |