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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 | $43,813 | $48,337-9.4% | $67,560-35.1% | $80,959-45.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.7%+18.0pp |
| Annual return | 13.60% | 18.26%-4.7pp | 3533.50%-3519.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,377 | $2,928+83.6% | $4,004+34.3% | $4,300+25.0% |
| Admin fee / account holder | $6,095 | $3,695+64.9% | $3,994+52.6% | $6,925-12.0% |