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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 | $65,020 | $101,342-35.8% | - | $158,966-59.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 12.66% | 35.92%-23.3pp | - | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $5,007 | $4,815+4.0% | - | $5,983-16.3% |
| Admin fee / account holder | $377 | $2,869-86.8% | - | $11,250-96.6% |