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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 | $12,809 | $47,479-73.0% | $62,929-79.6% | $82,448-84.5% |
| Participation rate | 97.4% | 66.9%+30.5pp | 73.1%+24.3pp | 68.1%+29.3pp |
| Annual return | 13.95% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,428 | $2,870+19.4% | $3,888-11.8% | $4,139-17.2% |
| Admin fee / account holder | $738 | $3,804-80.6% | $5,065-85.4% | $7,234-89.8% |