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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 | $112,501 | $59,819+88.1% | $79,583+41.4% | $68,490+64.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -6.60% | -12.30%+5.7pp | 0.16%-6.8pp | -7.85%+1.3pp |
| Employer contribution / active EE | $6,111 | $1,505+306.0% | $2,414+153.2% | $2,597+135.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,542 | $4,835-26.8% | $6,835-48.2% | $5,403-34.4% |