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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 | $41,998 | $104,664-59.9% | $85,693-51.0% | $167,518-74.9% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.15% | 21.45%-9.3pp | 21.49%-9.3pp | 478.71%-466.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,070 | $4,824+46.5% | $3,923+80.2% | $6,342+11.5% |
| Admin fee / account holder | $678 | $10,032-93.2% | $6,874-90.1% | $12,312-94.5% |