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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 | $61,085 | $64,307-5.0% | $57,347+6.5% | $125,393-51.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.32% | 25.14%-23.8pp | 24.40%-23.1pp | 282.23%-280.9pp |
| Employer contribution / active EE | $2,431 | $3,193-23.9% | $2,689-9.6% | $4,866-50.1% |
| Participant deferral / active EE | $4,861 | $3,847+26.4% | $3,162+53.7% | $5,351-9.2% |
| Admin fee / account holder | $22,045 | $5,242+320.5% | $3,356+556.9% | $9,541+131.1% |