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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 | $50,746 | $43,344+17.1% | $59,899-15.3% | $64,173-20.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.13% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,086 | $2,030+101.3% | $2,723+50.1% | $2,381+71.6% |
| Participant deferral / active EE | $3,996 | $2,547+56.9% | $3,402+17.4% | $3,470+15.2% |
| Admin fee / account holder | $5,123 | $3,008+70.3% | $3,592+42.6% | $4,887+4.8% |