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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 | $39,264 | $117,433-66.6% | $99,475-60.5% | $152,897-74.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 14.14% | 31.87%-17.7pp | 30.72%-16.6pp | 345.43%-331.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,675 | $4,086-59.0% | $3,619-53.7% | $5,851-71.4% |
| Admin fee / account holder | $517 | $7,634-93.2% | $6,252-91.7% | $11,599-95.5% |