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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 | $47,388 | $167,353-71.7% | $143,797-67.0% | $134,545-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.37% | 0.48%-3.9pp | -0.04%-3.3pp | 418.37%-421.7pp |
| Employer contribution / active EE | $3,577 | $5,620-36.4% | $4,952-27.8% | $4,742-24.6% |
| Participant deferral / active EE | $6,790 | $6,447+5.3% | $5,638+20.4% | $6,401+6.1% |
| Admin fee / account holder | $3,869 | $18,096-78.6% | $14,679-73.6% | $11,431-66.1% |