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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 | $80,733 | $97,881-17.5% | $80,004+0.9% | $125,389-35.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.76% | 9.36%-8.6pp | 7.63%-6.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,396 | $3,128-23.4% | $2,473-3.1% | $4,866-50.8% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,475 | $6,278-28.7% | $5,033-11.1% | $9,541-53.1% |