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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 | $51,018 | $59,819-14.7% | $79,583-35.9% | $68,490-25.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.66% | -12.30%-1.4pp | 0.16%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,954 | $1,505+96.2% | $2,414+22.4% | $2,597+13.8% |
| Participant deferral / active EE | $1,797 | $3,025-40.6% | $3,986-54.9% | $4,028-55.4% |
| Admin fee / account holder | $11,776 | $4,835+143.5% | $6,835+72.3% | $5,403+117.9% |