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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 | $45,784 | $65,704-30.3% | $94,229-51.4% | $59,633-23.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.97% | 5.22%-4.2pp | 10.68%-9.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,919 | $2,021-5.0% | $3,587-46.5% | $2,203-12.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,102 | $4,265-27.3% | $6,269-50.5% | $4,297-27.8% |