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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 | $70,388 | $99,032-28.9% | $80,022-12.0% | $135,379-48.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.44% | 15.39%-19.8pp | 11.22%-15.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $4,500 | $3,043+47.9% | $2,468+82.3% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $506 | $10,436-95.2% | $6,521-92.2% | $10,828-95.3% |