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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 | $8,185 | $45,872-82.2% | $77,096-89.4% | $68,486-88.0% |
| Participation rate | 79.5% | 55.9%+23.6pp | 67.9%+11.6pp | 67.9%+11.7pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,375 | $1,650+44.0% | $2,814-15.6% | $2,597-8.5% |
| Participant deferral / active EE | $4,382 | $2,963+47.9% | $4,429-1.1% | $4,028+8.8% |
| Admin fee / account holder | $375 | $3,041-87.7% | $5,428-93.1% | $5,404-93.1% |