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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 | $51,148 | $71,197-28.2% | $93,669-45.4% | $80,925-36.8% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+21.0pp | 67.7%+22.0pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,845 | $1,565+17.9% | $2,424-23.9% | $2,756-33.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $809 | $6,959-88.4% | $8,291-90.2% | $6,940-88.3% |