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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 | $87,326 | $48,235+81.0% | $68,803+26.9% | $68,490+27.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -1.52% | -12.70%+11.2pp | -6.37%+4.8pp | -7.85%+6.3pp |
| Employer contribution / active EE | $1,697 | $1,829-7.2% | $2,656-36.1% | $2,597-34.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,323 | $4,361-69.7% | $4,936-73.2% | $5,403-75.5% |