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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 | $214,668 | $105,623+103.2% | $87,502+145.3% | $273,972-21.6% |
| Participation rate | 76.5% | 78.2%-1.7pp | 73.8%+2.6pp | 83.0%-6.5pp |
| Annual return | 1.45% | 12.26%-10.8pp | 12.21%-10.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,966 | $3,141-5.6% | $2,550+16.3% | $4,869-39.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $48,998 | $4,781+924.9% | $4,221+1060.9% | $10,133+383.6% |