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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 | $32,128 | $62,589-48.7% | $76,768-58.1% | $64,173-49.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.16% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,852 | $1,832+1.1% | $2,485-25.5% | $2,381-22.2% |
| Participant deferral / active EE | $3,100 | $3,145-1.4% | $3,852-19.5% | $3,470-10.7% |
| Admin fee / account holder | $407 | $4,667-91.3% | $6,675-93.9% | $4,887-91.7% |