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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 | $18,329 | $49,280-62.8% | $67,313-72.8% | $64,173-71.4% |
| Participation rate | 96.2% | 60.8%+35.4pp | 69.1%+27.1pp | 69.6%+26.6pp |
| Annual return | -5.60% | -1.39%-4.2pp | -4.08%-1.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,500 | $1,668+49.8% | $2,566-2.6% | $2,381+5.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $495 | $3,863-87.2% | $4,507-89.0% | $4,887-89.9% |