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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 | $26,031 | $91,179-71.5% | $178,499-85.4% | $79,852-67.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 10.76% | 24.19%-13.4pp | 151.10%-140.3pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,026 | $3,256-37.8% | $5,011-59.6% | $2,471-18.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,478 | $6,749-48.5% | $13,986-75.1% | $5,306-34.5% |