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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 | $39,849 | $87,132-54.3% | $105,624-62.3% | $80,959-50.8% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.7%+17.7pp |
| Annual return | 13.07% | 17.03%-4.0pp | 116.20%-103.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,476 | $3,985-12.8% | $5,013-30.7% | $4,300-19.2% |
| Admin fee / account holder | $2,862 | $8,449-66.1% | $10,961-73.9% | $6,925-58.7% |