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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 | $135,855 | $158,852-14.5% | $121,220+12.1% | $135,380+0.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.8%+10.1pp | 82.6%-0.8pp |
| Annual return | 0.65% | -0.64%+1.3pp | 16.94%-16.3pp | 519.81%-519.2pp |
| Employer contribution / active EE | $14,283 | $5,666+152.1% | $4,023+255.1% | $4,779+198.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,426 | $6,515-78.1% | $5,021-71.6% | $10,828-86.8% |