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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 | $61,442 | $142,409-56.9% | $119,634-48.6% | $134,545-54.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,824 | $5,224-45.9% | $4,232-33.3% | $4,742-40.4% |
| Participant deferral / active EE | $7,132 | $6,468+10.3% | $5,601+27.3% | $6,401+11.4% |
| Admin fee / account holder | $3,086 | $13,594-77.3% | $10,329-70.1% | $11,431-73.0% |