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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 | $23,291 | $47,944-51.4% | $67,834-65.7% | $62,881-63.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 68.8%+27.4pp | 69.3%+26.9pp |
| Annual return | 8.47% | 11.77%-3.3pp | 138.47%-130.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,944 | $1,562+24.5% | $2,403-19.1% | $2,281-14.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,559 | $3,712-58.0% | $4,622-66.3% | $4,296-63.7% |