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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 | $18,501 | $77,920-76.3% | $149,723-87.6% | $75,177-75.4% |
| Participation rate | 75.4% | 65.6%+9.8pp | 78.8%-3.4pp | 67.2%+8.2pp |
| Annual return | 13.80% | 31.72%-17.9pp | 134.50%-120.7pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,894 | $3,411-44.5% | $5,682-66.7% | $4,126-54.1% |
| Admin fee / account holder | $571 | $5,951-90.4% | $13,215-95.7% | $5,651-89.9% |