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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 | $28,999 | $67,411-57.0% | $91,004-68.1% | $70,126-58.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.56% | -40.16%+52.7pp | 4.60%+8.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,915 | $2,823+3.3% | $3,548-17.8% | $3,332-12.5% |
| Admin fee / account holder | $5,265 | $4,236+24.3% | $5,417-2.8% | $4,645+13.3% |