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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 | $65,068 | $117,904-44.8% | $102,457-36.5% | $145,978-55.4% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 14.04% | 31.80%-17.8pp | 29.41%-15.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,454 | $5,733-57.2% | $5,054-51.4% | $6,690-63.3% |
| Admin fee / account holder | $3,297 | $13,329-75.3% | $9,451-65.1% | $13,400-75.4% |