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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 | $22,030 | $51,638-57.3% | $68,368-67.8% | $82,448-73.3% |
| Participation rate | 88.2% | 63.6%+24.6pp | 73.8%+14.5pp | 68.1%+20.2pp |
| Annual return | 17.15% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,799 | $2,914-3.9% | $4,123-32.1% | $4,139-32.4% |
| Admin fee / account holder | $1,099 | $4,643-76.3% | $5,150-78.7% | $7,234-84.8% |