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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 | $30,238 | $43,338-30.2% | $59,887-49.5% | $64,173-52.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.95% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,531 | $2,030+24.7% | $2,722-7.0% | $2,381+6.3% |
| Participant deferral / active EE | $877 | $2,547-65.6% | $3,402-74.2% | $3,470-74.7% |
| Admin fee / account holder | $2,646 | $3,007-12.0% | $3,591-26.3% | $4,887-45.9% |