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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 | $44,291 | $48,267-8.2% | $68,794-35.6% | $68,495-35.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.24% | -12.70%-0.5pp | -6.37%-6.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,667 | $1,829+264.5% | $2,656+151.1% | $2,596+156.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,896 | $4,362-10.7% | $4,934-21.0% | $5,403-27.9% |