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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 | $37,370 | $62,672-40.4% | $185,117-79.8% | $70,126-46.7% |
| Participation rate | 77.1% | 63.8%+13.4pp | 77.3%-0.1pp | 69.5%+7.6pp |
| Annual return | 19.16% | 40.79%-21.6pp | 40.50%-21.3pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,963 | $3,272+21.1% | $5,045-21.4% | $3,332+19.0% |
| Admin fee / account holder | $1,398 | $3,932-64.4% | $8,159-82.9% | $4,645-69.9% |