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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 | $26,646 | $67,411-60.5% | $91,004-70.7% | $70,126-62.0% |
| Participation rate | 89.5% | 71.4%+18.1pp | 75.6%+13.9pp | 69.5%+19.9pp |
| Annual return | 13.83% | -40.16%+54.0pp | 4.60%+9.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,557 | $2,823-9.4% | $3,548-27.9% | $3,332-23.2% |
| Admin fee / account holder | $3,275 | $4,236-22.7% | $5,417-39.6% | $4,645-29.5% |