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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 | $28,718 | $73,839-61.1% | $143,788-80.0% | $68,495-58.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.43% | 1.01%-13.4pp | -0.03%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,919 | $3,184-8.3% | $4,952-41.0% | $2,596+12.4% |
| Participant deferral / active EE | $2,442 | $3,384-27.8% | $5,638-56.7% | $4,028-39.4% |
| Admin fee / account holder | $925 | $5,755-83.9% | $14,675-93.7% | $5,403-82.9% |