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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 | $100,279-57.0% | $81,353-47.1% | $145,884-70.5% |
| Participation rate | 71.4% | 74.3%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 13.89% | 34.49%-20.6pp | 24.82%-10.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,639 | $4,611-42.8% | $3,885-32.1% | $6,690-60.6% |
| Admin fee / account holder | $1,041 | $8,206-87.3% | $5,766-81.9% | $13,392-92.2% |