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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 | $16,157 | $45,872-64.8% | $77,096-79.0% | $68,486-76.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.35% | 1.73%-21.1pp | 42.35%-61.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $591 | $1,650-64.2% | $2,814-79.0% | $2,597-77.2% |
| Participant deferral / active EE | $1,760 | $2,963-40.6% | $4,429-60.3% | $4,028-56.3% |
| Admin fee / account holder | $775 | $3,041-74.5% | $5,428-85.7% | $5,404-85.7% |