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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 | $39,320 | $42,917-8.4% | $60,899-35.4% | $68,495-42.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.45% | -13.99%-0.5pp | 16.92%-31.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,696 | $1,979+86.8% | $2,702+36.8% | $2,596+42.3% |
| Participant deferral / active EE | $6,300 | $2,867+119.8% | $3,817+65.1% | $4,028+56.4% |
| Admin fee / account holder | $9,750 | $3,102+214.3% | $3,225+202.3% | $5,403+80.4% |