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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 | $25,521 | $140,578-81.8% | $100,671-74.6% | $125,389-79.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.18% | 24.67%-25.9pp | 20.43%-21.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $546 | $5,965-90.8% | $4,012-86.4% | $4,866-88.8% |
| Participant deferral / active EE | $968 | $3,981-75.7% | $3,144-69.2% | $5,352-81.9% |
| Admin fee / account holder | $599 | $6,716-91.1% | $4,850-87.6% | $9,541-93.7% |