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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 | $7,075 | $58,627-87.9% | $76,735-90.8% | $82,448-91.4% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 27.80% | 39.10%-11.3pp | 29.77%-2.0pp | 41.64%-13.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,219 | $3,134-61.1% | $4,088-70.2% | $4,139-70.5% |
| Admin fee / account holder | $336 | $5,323-93.7% | $7,189-95.3% | $7,234-95.4% |