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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 | $83,410 | $43,333+92.5% | $59,883+39.3% | $64,181+30.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.68% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,058 | $2,029+1.4% | $2,722-24.4% | $2,381-13.6% |
| Participant deferral / active EE | $4,846 | $2,547+90.3% | $3,402+42.5% | $3,470+39.7% |
| Admin fee / account holder | $1,902 | $3,006-36.7% | $3,591-47.0% | $4,887-61.1% |