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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 | $56,397 | $64,311-12.3% | $57,356-1.7% | $125,389-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.80% | 25.14%-24.3pp | 24.41%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,514 | $3,193-52.6% | $2,689-43.7% | $4,866-68.9% |
| Participant deferral / active EE | $1,884 | $3,846-51.0% | $3,162-40.4% | $5,352-64.8% |
| Admin fee / account holder | $836 | $5,243-84.1% | $3,357-75.1% | $9,541-91.2% |