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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 | $17,391 | $87,546-80.1% | $75,784-77.1% | $125,389-86.1% |
| Participation rate | 84.2% | 80.2%+4.0pp | 75.8%+8.4pp | 83.2%+1.0pp |
| Annual return | 0.12% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $6,627 | $3,930+68.6% | $3,323+99.4% | $4,866+36.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,365 | $6,503-79.0% | $5,300-74.3% | $9,541-85.7% |