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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 | $15,641 | $54,357-71.2% | $82,706-81.1% | $68,495-77.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | 4.94% | -13.67%+18.6pp | 701.76%-696.8pp | -7.84%+12.8pp |
| Employer contribution / active EE | $562 | $2,218-74.7% | $3,007-81.3% | $2,596-78.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $309 | $4,396-93.0% | $5,329-94.2% | $5,403-94.3% |