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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 | $36,764 | $167,353-78.0% | $143,797-74.4% | $134,545-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.33% | 0.48%-9.8pp | -0.04%-9.3pp | 418.37%-427.7pp |
| Employer contribution / active EE | $2,274 | $5,620-59.5% | $4,952-54.1% | $4,742-52.0% |
| Participant deferral / active EE | $7,811 | $6,447+21.2% | $5,638+38.5% | $6,401+22.0% |
| Admin fee / account holder | $396 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |