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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 | $37,193 | $46,689-20.3% | $117,498-68.3% | $68,495-45.7% |
| Participation rate | 79.0% | 56.8%+22.2pp | 70.6%+8.4pp | 67.9%+11.1pp |
| Annual return | 4.59% | -14.52%+19.1pp | 29.75%-25.2pp | -7.84%+12.4pp |
| Employer contribution / active EE | $1,281 | $1,505-14.9% | $4,178-69.3% | $2,596-50.7% |
| Participant deferral / active EE | $1,649 | $2,637-37.5% | $4,071-59.5% | $4,028-59.1% |
| Admin fee / account holder | $19,629 | $4,021+388.1% | $5,646+247.7% | $5,403+263.3% |