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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 | $52,345 | $65,704-20.3% | $94,229-44.4% | $59,633-12.2% |
| Participation rate | 94.3% | 72.1%+22.2pp | 78.8%+15.6pp | 68.7%+25.7pp |
| Annual return | -2.04% | 5.22%-7.3pp | 10.68%-12.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,353 | $3,143+38.5% | $4,320+0.7% | $3,192+36.4% |
| Admin fee / account holder | $9,045 | $4,265+112.1% | $6,269+44.3% | $4,297+110.5% |