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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 | $52,251 | $167,362-68.8% | $143,799-63.7% | $134,532-61.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -2.55% | 0.47%-3.0pp | -0.04%-2.5pp | 418.27%-420.8pp |
| Employer contribution / active EE | $3,725 | $5,620-33.7% | $4,952-24.8% | $4,741-21.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,142 | $18,094-43.9% | $14,677-30.9% | $11,429-11.3% |