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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 | $118,609 | $158,852-25.3% | $121,220-2.2% | $135,380-12.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | -0.64%-5.3pp | 16.94%-22.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,530 | $5,666-73.0% | $4,023-62.0% | $4,779-68.0% |
| Participant deferral / active EE | $1,480 | $4,006-63.1% | $3,345-55.8% | $5,609-73.6% |
| Admin fee / account holder | $1,319 | $6,515-79.8% | $5,021-73.7% | $10,828-87.8% |