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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 | $54,808 | $62,583-12.4% | $76,767-28.6% | $64,173-14.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,273 | $1,832+24.1% | $2,485-8.5% | $2,381-4.5% |
| Participant deferral / active EE | $2,437 | $3,145-22.5% | $3,852-36.7% | $3,470-29.8% |
| Admin fee / account holder | $6,027 | $4,667+29.1% | $6,675-9.7% | $4,887+23.3% |