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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 | $135,869 | $69,012+96.9% | $160,009-15.1% | $68,486+98.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.13% | -9.65%+9.8pp | 408.85%-408.7pp | -7.85%+8.0pp |
| Employer contribution / active EE | $3,052 | $2,212+37.9% | $4,225-27.8% | $2,597+17.5% |
| Participant deferral / active EE | $1,582 | $4,212-62.4% | $6,183-74.4% | $4,028-60.7% |
| Admin fee / account holder | $3,260 | $4,798-32.1% | $8,715-62.6% | $5,404-39.7% |