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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 | $44,023 | $45,041-2.3% | $63,003-30.1% | $70,131-37.2% |
| Participation rate | 70.2% | 69.5%+0.7pp | 74.8%-4.6pp | 69.5%+0.6pp |
| Annual return | 16.02% | 18.76%-2.7pp | 87.59%-71.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,526 | $2,465+124.2% | $3,329+66.0% | $3,332+65.9% |
| Admin fee / account holder | $10,985 | $2,836+287.4% | $3,600+205.1% | $4,645+136.5% |