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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 | $137,222 | $211,946-35.3% | $169,452-19.0% | $135,380+1.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.02% | 3.26%-8.3pp | 1.83%-6.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $33,223 | $5,117+549.3% | $4,157+699.2% | $4,779+595.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,091 | $11,472-81.8% | $9,110-77.1% | $10,828-80.7% |