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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 | $38,019 | $52,678-27.8% | $75,784-49.8% | $59,633-36.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.96% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $6,364 | $2,193+190.1% | $3,323+91.5% | $2,203+188.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,922 | $3,610-46.8% | $5,300-63.7% | $4,297-55.3% |