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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 | $169,378 | $181,004-6.4% | $122,979+37.7% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 77.2%-77.2pp | - |
| Annual return | 7.37% | 7.93%-0.6pp | 20.12%-12.7pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,062-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $5,003-100.0% | - |
| Admin fee / account holder | $3,604 | $33,727-89.3% | $12,864-72.0% | - |