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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 | $47,670 | $78,690-39.4% | $161,489-70.5% | $87,485-45.5% |
| Participation rate | 71.4% | 67.5%+4.0pp | 78.7%-7.3pp | 68.9%+2.5pp |
| Annual return | 14.74% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,260 | $3,311-61.9% | $5,630-77.6% | $4,274-70.5% |
| Admin fee / account holder | $1,723 | $6,724-74.4% | $16,006-89.2% | $7,775-77.8% |