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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 | $88,837 | $125,797-29.4% | $170,043-47.8% | $75,173+18.2% |
| Participation rate | 70.7% | 83.6%-12.9pp | 87.0%-16.3pp | 67.2%+3.5pp |
| Annual return | 20.21% | 27.20%-7.0pp | 53.40%-33.2pp | 160.72%-140.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,358 | $6,838+51.5% | $10,410-0.5% | $4,126+151.0% |
| Admin fee / account holder | $1,458 | $8,177-82.2% | $12,824-88.6% | $5,651-74.2% |