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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 | $56,359 | $99,032-43.1% | $80,022-29.6% | $135,379-58.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.43% | 15.39%-23.8pp | 11.22%-19.7pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,550 | $3,043-16.2% | $2,468+3.3% | $4,779-46.7% |
| Participant deferral / active EE | $1,614 | $4,282-62.3% | $3,686-56.2% | $5,609-71.2% |
| Admin fee / account holder | $1,915 | $10,436-81.6% | $6,521-70.6% | $10,828-82.3% |