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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 | $78,628 | $131,835-40.4% | $108,582-27.6% | $273,972-71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.05% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,324 | $4,913-52.7% | $3,758-38.2% | $4,869-52.3% |
| Participant deferral / active EE | $3,405 | $5,127-33.6% | $4,311-21.0% | $5,287-35.6% |
| Admin fee / account holder | $761 | $10,253-92.6% | $7,645-90.0% | $10,133-92.5% |