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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 | $30,601 | $69,977-56.3% | $108,582-71.8% | $62,881-51.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.74% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,404 | $2,135+153.1% | $3,758+43.8% | $2,281+136.9% |
| Participant deferral / active EE | $2,477 | $3,165-21.7% | $4,311-42.5% | $3,203-22.7% |
| Admin fee / account holder | $1,509 | $5,076-70.3% | $7,645-80.3% | $4,296-64.9% |