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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 | $73,349 | $59,813+22.6% | $79,580-7.8% | $68,486+7.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.91% | -12.30%+1.4pp | 0.15%-11.1pp | -7.85%-3.1pp |
| Employer contribution / active EE | $7,576 | $1,505+403.3% | $2,413+213.9% | $2,597+191.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,463 | $4,835-49.1% | $6,835-64.0% | $5,404-54.4% |