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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 | $169,963 | $147,167+15.5% | $111,392+52.6% | $135,380+25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.75% | -4.44%-2.3pp | -2.06%-4.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,500 | $5,204-13.5% | $4,328+4.0% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,031 | $20,270-90.0% | $12,266-83.4% | $10,828-81.2% |