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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 | $54,854 | $99,032-44.6% | $80,022-31.5% | $135,380-59.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 15.39%-20.6pp | 11.22%-16.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $4,576 | $3,043+50.4% | $2,468+85.4% | $4,779-4.2% |
| Participant deferral / active EE | $4,467 | $4,282+4.3% | $3,686+21.2% | $5,609-20.4% |
| Admin fee / account holder | $5,876 | $10,436-43.7% | $6,521-9.9% | $10,828-45.7% |