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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 | $37,385 | $64,307-41.9% | $57,347-34.8% | $125,392-70.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | 1.30% | 25.14%-23.8pp | 24.40%-23.1pp | 282.23%-280.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,667 | $3,847-30.7% | $3,162-15.6% | $5,351-50.2% |
| Admin fee / account holder | $5,390 | $5,242+2.8% | $3,356+60.6% | $9,541-43.5% |