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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 | $106,636 | $76,912+38.6% | $129,110-17.4% | $68,495+55.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | 4.81% | -9.78%+14.6pp | -10.94%+15.8pp | -7.84%+12.7pp |
| Employer contribution / active EE | $3,428 | $3,243+5.7% | $5,052-32.1% | $2,596+32.0% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,028-100.0% |
| Admin fee / account holder | $683 | $6,638-89.7% | $14,302-95.2% | $5,403-87.4% |