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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 | $58,904 | $112,300-47.5% | $90,223-34.7% | $125,389-53.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.30% | -0.57%+0.3pp | 1.31%-1.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,659 | $5,181-68.0% | $4,378-62.1% | $4,866-65.9% |
| Participant deferral / active EE | $3,150 | $6,733-53.2% | $5,792-45.6% | $5,352-41.1% |
| Admin fee / account holder | $4,247 | $10,990-61.4% | $7,406-42.7% | $9,541-55.5% |