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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 | $38,891 | $77,817-50.0% | $123,553-68.5% | $64,173-39.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.35% | 12.49%-16.8pp | 119.21%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,875 | $3,014-37.8% | $4,628-59.5% | $2,381-21.3% |
| Participant deferral / active EE | $3,104 | $5,240-40.8% | $6,426-51.7% | $3,470-10.5% |
| Admin fee / account holder | $5,138 | $5,519-6.9% | $9,284-44.7% | $4,887+5.1% |