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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 | $35,796 | $71,230-49.7% | $93,727-61.8% | $80,959-55.8% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.7%+23.8pp |
| Annual return | 13.85% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,236 | $4,037+4.9% | $4,417-4.1% | $4,300-1.5% |
| Admin fee / account holder | $1,954 | $6,961-71.9% | $8,292-76.4% | $6,925-71.8% |