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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 | $41,898 | $72,177-42.0% | $115,038-63.6% | $59,633-29.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.13% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $3,907 | $2,841+37.5% | $4,608-15.2% | $2,203+77.4% |
| Participant deferral / active EE | $4,313 | $4,783-9.8% | $6,026-28.4% | $3,192+35.1% |
| Admin fee / account holder | $7,393 | $4,927+50.0% | $8,175-9.6% | $4,297+72.0% |