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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 | $87,059-57.7% | $105,608-65.1% | $80,925-54.5% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 14.47% | 17.05%-2.6pp | 116.50%-102.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,574 | $3,986+39.9% | $5,010+11.3% | $4,299+29.7% |
| Admin fee / account holder | $1,178 | $8,443-86.0% | $11,028-89.3% | $6,940-83.0% |