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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 | $51,491 | $92,219-44.2% | $76,768-32.9% | $135,379-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.51% | 5.46%-5.0pp | 2.43%-1.9pp | 519.79%-519.3pp |
| Employer contribution / active EE | $6,624 | $3,216+106.0% | $2,485+166.5% | $4,779+38.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,263 | $10,749-78.9% | $6,675-66.1% | $10,828-79.1% |