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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 | $63,735 | $211,946-69.9% | $169,452-62.4% | $135,380-52.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.74% | 3.26%-8.0pp | 1.83%-6.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,273 | $5,117-55.6% | $4,157-45.3% | $4,779-52.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,534 | $11,472-69.2% | $9,110-61.2% | $10,828-67.4% |