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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 | $29,008 | $40,275-28.0% | $57,356-49.4% | $59,633-51.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.60% | 27.52%-28.1pp | 24.41%-25.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,006 | $1,921+4.4% | $2,689-25.4% | $2,203-8.9% |
| Participant deferral / active EE | $3,744 | $2,400+56.0% | $3,162+18.4% | $3,192+17.3% |
| Admin fee / account holder | $581 | $2,820-79.4% | $3,357-82.7% | $4,297-86.5% |