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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 | $6,325 | $51,638-87.8% | $68,368-90.7% | $82,448-92.3% |
| Participation rate | 80.6% | 63.6%+16.9pp | 73.8%+6.8pp | 68.1%+12.5pp |
| Annual return | 19.17% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,842 | $2,914-36.8% | $4,123-55.3% | $4,139-55.5% |
| Admin fee / account holder | $306 | $4,643-93.4% | $5,150-94.1% | $7,234-95.8% |