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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 | $67,528 | $167,323-59.6% | $143,770-53.0% | $134,493-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | 0.47%-14.6pp | -0.04%-14.1pp | 418.01%-432.1pp |
| Employer contribution / active EE | $1,600 | $5,619-71.5% | $4,951-67.7% | $4,740-66.3% |
| Participant deferral / active EE | $7,174 | $6,446+11.3% | $5,638+27.3% | $6,400+12.1% |
| Admin fee / account holder | $452 | $18,088-97.5% | $14,673-96.9% | $11,425-96.0% |