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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 | $102,414 | $81,870+25.1% | $119,634-14.4% | $68,490+49.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.05% | -23.82%+9.8pp | -14.98%+0.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,509 | $2,692+30.4% | $4,232-17.1% | $2,597+35.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,581 | $6,583+410.1% | $10,329+225.1% | $5,403+521.5% |