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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 | $20,006 | $55,684-64.1% | $75,900-73.6% | $72,976-72.6% |
| Participation rate | 86.4% | 61.1%+25.2pp | 69.3%+17.1pp | 69.5%+16.9pp |
| Annual return | 21.54% | 27.60%-6.1pp | 30.73%-9.2pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,413 | $2,634-46.3% | $3,604-60.8% | $3,608-60.8% |
| Admin fee / account holder | $1,724 | $3,981-56.7% | $5,421-68.2% | $5,124-66.4% |