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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 | $14,348 | $57,140-74.9% | $85,240-83.2% | $80,959-82.3% |
| Participation rate | 88.2% | 56.4%+31.8pp | 67.5%+20.7pp | 67.7%+20.6pp |
| Annual return | 10.57% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,908 | $3,115+25.5% | $4,527-13.7% | $4,300-9.1% |
| Admin fee / account holder | $2,142 | $4,992-57.1% | $6,165-65.3% | $6,925-69.1% |