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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 | $36,459 | $87,132-58.2% | $105,624-65.5% | $80,959-55.0% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.3%+14.5pp | 67.7%+22.1pp |
| Annual return | 12.40% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,039 | $3,985-23.7% | $5,013-39.4% | $4,300-29.3% |
| Admin fee / account holder | $1,136 | $8,449-86.6% | $10,961-89.6% | $6,925-83.6% |