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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 | $37,503 | $47,848-21.6% | $81,473-54.0% | $70,126-46.5% |
| Participation rate | 95.7% | 58.3%+37.4pp | 68.0%+27.8pp | 69.5%+26.2pp |
| Annual return | 20.50% | 27.25%-6.7pp | 38.78%-18.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,353 | $2,453-44.9% | $3,537-61.8% | $3,332-59.4% |
| Admin fee / account holder | $720 | $3,145-77.1% | $4,561-84.2% | $4,645-84.5% |