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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 | $169,498 | $86,701+95.5% | $73,309+131.2% | $125,389+35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.58% | 2.78%-2.2pp | 5.67%-5.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $511 | $4,152-87.7% | $3,237-84.2% | $4,866-89.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,962 | $7,768+54.0% | $5,635+112.3% | $9,541+25.4% |