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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 | $31,501 | $95,915-67.2% | $79,580-60.4% | $134,532-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.38% | -2.71%-13.7pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $944 | $3,129-69.8% | $2,413-60.9% | $4,741-80.1% |
| Participant deferral / active EE | $3,048 | $4,693-35.1% | $3,985-23.5% | $6,401-52.4% |
| Admin fee / account holder | $386 | $9,132-95.8% | $6,835-94.3% | $11,429-96.6% |