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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 | $10,465 | $51,222-79.6% | $70,544-85.2% | $75,173-86.1% |
| Participation rate | 83.1% | 61.0%+22.1pp | 68.4%+14.8pp | 67.2%+15.9pp |
| Annual return | 17.06% | 30.06%-13.0pp | 32.79%-15.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,306 | $2,850-19.1% | $4,568-49.5% | $4,126-44.1% |
| Admin fee / account holder | $1,331 | $4,096-67.5% | $6,427-79.3% | $5,651-76.4% |