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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 | $61,460 | $72,404-15.1% | $110,243-44.3% | $64,173-4.2% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+10.0pp |
| Annual return | 1.21% | -6.29%+7.5pp | 314.76%-313.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $6,818 | $2,282+198.8% | $3,827+78.2% | $2,381+186.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,010 | $5,664-46.9% | $8,548-64.8% | $4,887-38.4% |