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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 | $34,355 | $67,602-49.2% | $82,312-58.3% | $70,126-51.0% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $6,748 | $1,755+284.5% | $2,428+177.9% | $2,343+188.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,014 | $4,512-77.5% | $5,608-81.9% | $4,645-78.2% |