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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 | $24,867 | $106,864-76.7% | $147,318-83.1% | $82,637-69.9% |
| Participation rate | 73.9% | 75.5%-1.6pp | 82.1%-8.2pp | 68.1%+5.9pp |
| Annual return | 17.06% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,868 | $6,496-55.8% | $7,906-63.7% | $4,126-30.5% |
| Admin fee / account holder | $2,181 | $8,415-74.1% | $13,708-84.1% | $7,339-70.3% |