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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 | $39,509 | $101,063-60.9% | $81,473-51.5% | $147,586-73.2% |
| Participation rate | 78.6% | 74.5%+4.1pp | 68.0%+10.6pp | 82.8%-4.3pp |
| Annual return | 10.78% | 32.41%-21.6pp | 38.78%-28.0pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $830 | $4,242-80.4% | $3,537-76.5% | $5,439-84.7% |
| Admin fee / account holder | $3,385 | $5,812-41.8% | $4,561-25.8% | $10,886-68.9% |