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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 | $71,673 | $131,835-45.6% | $108,582-34.0% | $273,972-73.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.38% | -91.57%+93.9pp | -51.70%+54.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,136 | $4,913-76.9% | $3,758-69.8% | $4,869-76.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $811 | $10,253-92.1% | $7,645-89.4% | $10,133-92.0% |