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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 | $5,062 | $51,638-90.2% | $68,368-92.6% | $82,448-93.9% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 28.46% | 37.53%-9.1pp | 292.57%-264.1pp | 41.64%-13.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,948 | $2,914-33.1% | $4,123-52.8% | $4,139-52.9% |
| Admin fee / account holder | $691 | $4,643-85.1% | $5,150-86.6% | $7,234-90.5% |