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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 | $30,123 | $98,776-69.5% | $149,745-79.9% | $79,856-62.3% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 18.44% | 27.38%-8.9pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,193 | $5,681-8.6% | $6,843-24.1% | $3,741+38.8% |
| Admin fee / account holder | $1,834 | $6,053-69.7% | $9,312-80.3% | $5,306-65.4% |