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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 | $54,407 | $71,878-24.3% | $86,698-37.2% | $68,486-20.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.74% | 3.53%-2.8pp | 35.95%-35.2pp | -7.85%+8.6pp |
| Employer contribution / active EE | $2,000 | $2,173-8.0% | $2,837-29.5% | $2,597-23.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,219 | $6,113-80.1% | $7,493-83.7% | $5,404-77.4% |