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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 | $39,973 | $97,648-59.1% | $121,663-67.1% | $87,485-54.3% |
| Participation rate | 87.8% | 70.5%+17.3pp | 74.5%+13.3pp | 68.9%+18.9pp |
| Annual return | 13.47% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,184 | $3,923-18.8% | $4,887-34.8% | $4,274-25.5% |
| Admin fee / account holder | $2,417 | $11,100-78.2% | $14,289-83.1% | $7,775-68.9% |