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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 | $61,150 | $54,162+12.9% | $68,612-10.9% | $64,173-4.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.26% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,998 | $1,846+8.2% | $2,625-23.9% | $2,381-16.1% |
| Participant deferral / active EE | $2,016 | $2,626-23.2% | $3,311-39.1% | $3,470-41.9% |
| Admin fee / account holder | $4,056 | $4,029+0.7% | $5,131-21.0% | $4,887-17.0% |