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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 | $27,841 | $57,352-51.5% | $83,831-66.8% | $64,173-56.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.49% | 11.38%-15.9pp | 850.99%-855.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $856 | $2,546-66.4% | $3,631-76.4% | $2,381-64.1% |
| Participant deferral / active EE | $3,881 | $2,993+29.7% | $4,082-4.9% | $3,470+11.9% |
| Admin fee / account holder | $6,276 | $4,046+55.1% | $5,479+14.6% | $4,887+28.4% |