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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 | $42,385 | $90,448-53.1% | $93,786-54.8% | $134,545-68.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 81.0%+7.9pp | 81.2%+7.7pp |
| Annual return | 2.81% | -15.71%+18.5pp | -11.32%+14.1pp | 418.37%-415.6pp |
| Employer contribution / active EE | $1,667 | $4,349-61.7% | $4,328-61.5% | $4,742-64.8% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $567 | $9,232-93.9% | $7,184-92.1% | $11,431-95.0% |