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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 | $15,919 | $69,518-77.1% | $59,887-73.4% | $135,379-88.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.44% | 7.95%-15.4pp | 3.46%-10.9pp | 519.79%-527.2pp |
| Employer contribution / active EE | $5,668 | $3,235+75.2% | $2,722+108.2% | $4,779+18.6% |
| Participant deferral / active EE | $4,070 | $4,204-3.2% | $3,402+19.6% | $5,609-27.4% |
| Admin fee / account holder | $7,724 | $5,734+34.7% | $3,591+115.1% | $10,828-28.7% |