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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 | $32,014 | $103,949-69.2% | $69,182-53.7% | $273,972-88.3% |
| Participation rate | 81.8% | 67.4%+14.5pp | 55.1%+26.7pp | 83.0%-1.2pp |
| Annual return | 2.07% | 35.28%-33.2pp | -21.93%+24.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $444 | $2,716-83.6% | $1,897-76.6% | $5,287-91.6% |
| Admin fee / account holder | $2,781 | $3,671-24.2% | $2,697+3.1% | $10,133-72.6% |