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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 | $14,088 | $55,902-74.8% | $76,030-81.5% | $80,959-82.6% |
| Participation rate | 76.8% | 62.1%+14.8pp | 69.1%+7.8pp | 67.7%+9.2pp |
| Annual return | 10.96% | 20.59%-9.6pp | 361.54%-350.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,633 | $3,051-13.7% | $4,257-38.1% | $4,300-38.8% |
| Admin fee / account holder | $643 | $5,239-87.7% | $6,421-90.0% | $6,925-90.7% |