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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 | $40,287 | $91,179-55.8% | $178,499-77.4% | $79,852-49.5% |
| Participation rate | 87.0% | 69.2%+17.8pp | 81.9%+5.1pp | 69.6%+17.4pp |
| Annual return | 18.65% | 24.19%-5.5pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,885 | $3,256+19.3% | $5,011-22.5% | $2,471+57.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,462 | $6,749-78.3% | $13,986-89.5% | $5,306-72.5% |