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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 | $83,009 | $263,064-68.4% | $7,348,812-98.9% | $263,064-68.4% |
| Participation rate | 100.0% | 95.8%+4.2pp | 50.0%+50.0pp | 95.8%+4.2pp |
| Annual return | 2.44% | -1.59%+4.0pp | -0.74%+3.2pp | -1.59%+4.0pp |
| Employer contribution / active EE | $0 | $33,160-100.0% | $5,185-100.0% | $33,160-100.0% |
| Participant deferral / active EE | $8,111 | $7,831+3.6% | $4,181+94.0% | $7,831+3.6% |
| Admin fee / account holder | $465 | $9,535-95.1% | $31,358-98.5% | $9,535-95.1% |