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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 | $56,355 | $69,518-18.9% | $59,883-5.9% | $135,377-58.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.90% | 7.95%-12.8pp | 3.46%-8.4pp | 519.75%-524.6pp |
| Employer contribution / active EE | $3,049 | $3,235-5.7% | $2,722+12.0% | $4,779-36.2% |
| Participant deferral / active EE | $2,495 | $4,204-40.7% | $3,402-26.7% | $5,609-55.5% |
| Admin fee / account holder | $3,914 | $5,734-31.8% | $3,591+9.0% | $10,828-63.9% |