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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 | $53,522 | $49,280+8.6% | $67,313-20.5% | $64,173-16.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 5.71% | -1.39%+7.1pp | -4.08%+9.8pp | 7.63%-1.9pp |
| Employer contribution / active EE | $10,732 | $1,668+543.3% | $2,566+318.3% | $2,381+350.8% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,277 | $3,863-41.1% | $4,507-49.5% | $4,887-53.4% |