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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 | $51,150 | $50,958+0.4% | $74,552-31.4% | $64,181-20.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,569 | $1,115+40.7% | $1,961-20.0% | $2,381-34.1% |
| Participant deferral / active EE | $2,982 | $2,301+29.6% | $3,108-4.1% | $3,470-14.0% |
| Admin fee / account holder | $758 | $4,223-82.0% | $5,060-85.0% | $4,887-84.5% |