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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 | $23,807 | $45,865-48.1% | $40,757-41.6% | $125,389-81.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -0.40% | -1.32%+0.9pp | -0.50%+0.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,398 | $3,697-35.1% | $3,004-20.2% | $4,866-50.7% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,078 | $5,763-81.3% | $4,272-74.8% | $9,541-88.7% |