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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 | $38,870 | $46,697-16.8% | $117,533-66.9% | $68,486-43.2% |
| Participation rate | 98.0% | 56.8%+41.2pp | 70.6%+27.4pp | 67.9%+30.1pp |
| Annual return | 11.82% | -14.52%+26.3pp | 29.77%-17.9pp | -7.85%+19.7pp |
| Employer contribution / active EE | $1,153 | $1,506-23.4% | $4,179-72.4% | $2,597-55.6% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $325 | $4,023-91.9% | $5,647-94.3% | $5,404-94.0% |