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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 | $34,685 | $167,353-79.3% | $143,797-75.9% | $134,545-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.71% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,373 | $5,620-57.8% | $4,952-52.1% | $4,742-49.9% |
| Participant deferral / active EE | $5,693 | $6,447-11.7% | $5,638+1.0% | $6,401-11.1% |
| Admin fee / account holder | $383 | $18,096-97.9% | $14,679-97.4% | $11,431-96.7% |