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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 | $55,122 | $72,388-23.9% | $111,392-50.5% | $64,173-14.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 4.11% | -1.50%+5.6pp | -2.06%+6.2pp | 7.63%-3.5pp |
| Employer contribution / active EE | $6,019 | $3,000+100.6% | $4,328+39.1% | $2,381+152.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,490 | $5,719-73.9% | $12,266-87.9% | $4,887-69.5% |