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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 | $36,806 | $87,132-57.8% | $105,624-65.2% | $80,959-54.5% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 14.47% | 17.03%-2.6pp | 116.20%-101.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,574 | $3,985+39.9% | $5,013+11.2% | $4,300+29.6% |
| Admin fee / account holder | $1,178 | $8,449-86.1% | $10,961-89.3% | $6,925-83.0% |