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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 | $88,837 | $42,383+109.6% | $76,518+16.1% | $64,173+38.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -1.86% | -16.54%+14.7pp | -0.27%-1.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,333 | $1,563+113.2% | $2,647+25.9% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,222 | $3,198-61.8% | $4,849-74.8% | $4,887-75.0% |