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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 | $48,336 | $81,870-41.0% | $119,622-59.6% | $68,486-29.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.02% | -23.82%+7.8pp | -14.98%-1.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,337 | $2,692+172.6% | $4,232+73.4% | $2,597+182.5% |
| Participant deferral / active EE | $6,434 | $4,148+55.1% | $5,601+14.9% | $4,028+59.7% |
| Admin fee / account holder | $1,828 | $6,583-72.2% | $10,328-82.3% | $5,404-66.2% |