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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 | $35,421 | $73,848-52.0% | $143,799-75.4% | $68,486-48.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -1.94% | 0.91%-2.8pp | -0.04%-1.9pp | -7.85%+5.9pp |
| Employer contribution / active EE | $5,686 | $3,184+78.6% | $4,952+14.8% | $2,597+119.0% |
| Participant deferral / active EE | $4,107 | $3,385+21.3% | $5,638-27.2% | $4,028+2.0% |
| Admin fee / account holder | $565 | $5,755-90.2% | $14,677-96.1% | $5,404-89.5% |