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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 | $37,950 | $48,337-21.5% | $67,560-43.8% | $80,959-53.1% |
| Participation rate | 82.8% | 66.4%+16.3pp | 72.9%+9.8pp | 67.7%+15.1pp |
| Annual return | 13.38% | 18.26%-4.9pp | 3533.50%-3520.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,285 | $2,928-22.0% | $4,004-42.9% | $4,300-46.9% |
| Admin fee / account holder | $2,371 | $3,695-35.8% | $3,994-40.6% | $6,925-65.8% |