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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 | $18,558 | $43,333-57.2% | $59,883-69.0% | $64,181-71.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.82% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,779 | $2,029+36.9% | $2,722+2.1% | $2,381+16.7% |
| Participant deferral / active EE | $1,924 | $2,547-24.5% | $3,402-43.4% | $3,470-44.6% |
| Admin fee / account holder | $1,955 | $3,006-35.0% | $3,591-45.5% | $4,887-60.0% |