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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 | $54,629 | $167,362-67.4% | $143,799-62.0% | $134,532-59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.56% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,701 | $5,620-69.7% | $4,952-65.7% | $4,741-64.1% |
| Participant deferral / active EE | $2,870 | $6,447-55.5% | $5,638-49.1% | $6,401-55.2% |
| Admin fee / account holder | $321 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |