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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 | $56,510 | $77,817-27.4% | $123,553-54.3% | $64,173-11.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.61% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,850 | $3,014-5.4% | $4,628-38.4% | $2,381+19.7% |
| Participant deferral / active EE | $5,624 | $5,240+7.3% | $6,426-12.5% | $3,470+62.1% |
| Admin fee / account holder | $389 | $5,519-93.0% | $9,284-95.8% | $4,887-92.0% |