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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 | $48,736 | $54,380-10.4% | $68,509-28.9% | $59,633-18.3% |
| Participation rate | 98.8% | 70.2%+28.6pp | 74.7%+24.1pp | 68.7%+30.1pp |
| Annual return | -1.53% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,640 | $1,539+71.6% | $2,278+15.9% | $2,203+19.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,890 | $3,885-51.3% | $5,275-64.2% | $4,297-56.0% |