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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 | $128,441 | $158,852-19.1% | $121,220+6.0% | $135,380-5.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.93% | -0.64%-4.3pp | 16.94%-21.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,800 | $4,006+119.7% | $3,345+163.1% | $5,609+56.9% |
| Admin fee / account holder | $2,115 | $6,515-67.5% | $5,021-57.9% | $10,828-80.5% |