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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 | $39,334 | $51,638-23.8% | $68,368-42.5% | $82,448-52.3% |
| Participation rate | 91.6% | 63.6%+28.0pp | 73.8%+17.8pp | 68.1%+23.5pp |
| Annual return | 15.34% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,119 | $2,914+7.0% | $4,123-24.4% | $4,139-24.7% |
| Admin fee / account holder | $1,782 | $4,643-61.6% | $5,150-65.4% | $7,234-75.4% |