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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 | $78,490 | $53,596+46.4% | $90,657-13.4% | $64,173+22.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -2.29% | 4.41%-6.7pp | 1.89%-4.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $12,932 | $1,503+760.4% | $2,532+410.8% | $2,381+443.2% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,118 | $3,868-45.2% | $4,994-57.6% | $4,887-56.7% |