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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 | $27,452 | $99,032-72.3% | $80,022-65.7% | $135,382-79.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.79% | 15.39%-24.2pp | 11.22%-20.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,769 | $3,043-41.9% | $2,468-28.3% | $4,779-63.0% |
| Participant deferral / active EE | $4,860 | $4,282+13.5% | $3,686+31.9% | $5,609-13.3% |
| Admin fee / account holder | $1,874 | $10,436-82.0% | $6,521-71.3% | $10,829-82.7% |