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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 | $66,865 | $62,583+6.8% | $76,767-12.9% | $64,173+4.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.23% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,632 | $1,832+43.6% | $2,485+5.9% | $2,381+10.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $328 | $4,667-93.0% | $6,675-95.1% | $4,887-93.3% |