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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 | $22,824 | $59,440-61.6% | $78,004-70.7% | $82,637-72.4% |
| Participation rate | 70.5% | 62.8%+7.6pp | 69.4%+1.0pp | 68.1%+2.4pp |
| Annual return | 14.58% | 40.24%-25.7pp | 31.07%-16.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,595 | $3,138-49.2% | $4,092-61.0% | $4,126-61.4% |
| Admin fee / account holder | $315 | $5,504-94.3% | $7,578-95.8% | $7,339-95.7% |