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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 | $83,841 | $167,522-50.0% | $151,639-44.7% | $134,532-37.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.31% | 7.81%-17.1pp | 3.34%-12.6pp | 418.27%-427.6pp |
| Employer contribution / active EE | $5,886 | $6,828-13.8% | $6,165-4.5% | $4,741+24.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,157 | $13,780-77.1% | $11,613-72.8% | $11,429-72.4% |