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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 | $167,353-59.6% | $143,797-53.0% | $134,545-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,600 | $5,620-71.5% | $4,952-67.7% | $4,742-66.3% |
| Participant deferral / active EE | $7,174 | $6,447+11.3% | $5,638+27.2% | $6,401+12.1% |
| Admin fee / account holder | $452 | $18,096-97.5% | $14,679-96.9% | $11,431-96.0% |