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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 | $46,128 | $48,050-4.0% | $85,969-46.3% | $59,633-22.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.36% | 0.29%+0.1pp | 9.32%-9.0pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $3,175 | $1,640+93.6% | $3,474-8.6% | $2,203+44.1% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,702 | $3,206-15.7% | $6,053-55.4% | $4,297-37.1% |