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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 | $79,331 | $50,947+55.7% | $74,549+6.4% | $64,173+23.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.54% | -1.85%+2.4pp | 32.53%-32.0pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,000 | $1,115+79.3% | $1,961+2.0% | $2,381-16.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,933 | $4,221-54.2% | $5,059-61.8% | $4,887-60.4% |