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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 | $45,324 | $43,344+4.6% | $59,899-24.3% | $64,173-29.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.58% | -1.55%-5.0pp | 3.46%-10.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,538 | $2,030+172.9% | $2,723+103.4% | $2,381+132.6% |
| Participant deferral / active EE | $4,031 | $2,547+58.2% | $3,402+18.5% | $3,470+16.2% |
| Admin fee / account holder | $4,601 | $3,008+52.9% | $3,592+28.1% | $4,887-5.9% |