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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 | $62,116 | $131,835-52.9% | $108,582-42.8% | $273,972-77.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,078 | $4,913-78.1% | $3,758-71.3% | $4,869-77.9% |
| Participant deferral / active EE | $2,762 | $5,127-46.1% | $4,311-35.9% | $5,287-47.8% |
| Admin fee / account holder | $1,144 | $10,253-88.8% | $7,645-85.0% | $10,133-88.7% |