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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 | $73,330 | $61,660+18.9% | $80,022-8.4% | $64,173+14.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.22% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,118 | $1,810+72.2% | $2,468+26.3% | $2,381+30.9% |
| Participant deferral / active EE | $2,129 | $2,968-28.3% | $3,686-42.2% | $3,470-38.6% |
| Admin fee / account holder | $6,092 | $5,417+12.5% | $6,521-6.6% | $4,887+24.6% |