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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 | $60,115 | $67,411-10.8% | $91,004-33.9% | $70,126-14.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.93% | -40.16%+57.1pp | 4.60%+12.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,404 | $1,786+34.6% | $2,456-2.1% | $2,343+2.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,248 | $4,236-70.5% | $5,417-77.0% | $4,645-73.1% |