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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 | $16,048 | $52,279-69.3% | $89,414-82.1% | $79,852-79.9% |
| Participation rate | 92.1% | 57.5%+34.6pp | 68.0%+24.1pp | 69.6%+22.5pp |
| Annual return | 18.78% | 22.16%-3.4pp | 245.50%-226.7pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,752 | $2,740+36.9% | $3,890-3.5% | $3,740+0.3% |
| Admin fee / account holder | $600 | $3,356-82.1% | $4,883-87.7% | $5,306-88.7% |