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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 | $41,234 | $77,976-47.1% | $81,367-49.3% | $125,389-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -1.58% | -2.85%+1.3pp | -0.92%-0.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,986 | $4,366-54.5% | $3,930-49.5% | $4,866-59.2% |
| Participant deferral / active EE | $2,585 | $5,646-54.2% | $5,383-52.0% | $5,352-51.7% |
| Admin fee / account holder | $12,705 | $12,476+1.8% | $8,926+42.3% | $9,541+33.2% |