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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 | $41,859 | $93,346-55.2% | $71,796-41.7% | $273,972-84.7% |
| Participation rate | 78.9% | 76.5%+2.4pp | 69.1%+9.8pp | 83.0%-4.1pp |
| Annual return | 8.91% | 130.39%-121.5pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $789 | $2,733-71.1% | $1,924-59.0% | $4,869-83.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,900 | $6,571-55.9% | $4,815-39.8% | $10,133-71.4% |