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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 | $26,330 | $90,590-70.9% | $90,782-71.0% | $135,380-80.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.93% | -3.40%-1.5pp | -3.42%-1.5pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,923 | $4,352-55.8% | $4,105-53.2% | $4,779-59.8% |
| Participant deferral / active EE | $3,647 | $5,407-32.6% | $5,366-32.0% | $5,609-35.0% |
| Admin fee / account holder | $4,851 | $7,683-36.9% | $5,908-17.9% | $10,828-55.2% |