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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 | $43,071 | $100,004-56.9% | $81,438-47.1% | $145,959-70.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 13.89% | 34.34%-20.4pp | 24.74%-10.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,639 | $4,603-42.7% | $3,883-32.1% | $6,689-60.6% |
| Admin fee / account holder | $1,041 | $8,202-87.3% | $5,764-81.9% | $13,398-92.2% |