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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 | $46,249 | $92,219-49.8% | $76,768-39.8% | $135,379-65.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.46% | 5.46%-12.9pp | 2.43%-9.9pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,715 | $4,508+71.1% | $3,852+100.3% | $5,609+37.6% |
| Admin fee / account holder | $636 | $10,749-94.1% | $6,675-90.5% | $10,828-94.1% |