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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 | $44,173 | $45,566-3.1% | $64,105-31.1% | $59,633-25.9% |
| Participation rate | 70.8% | 60.2%+10.7pp | 68.2%+2.7pp | 68.7%+2.2pp |
| Annual return | 1.43% | 4.95%-3.5pp | 791.24%-789.8pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $731 | $934-21.8% | $1,820-59.8% | $2,203-66.8% |
| Participant deferral / active EE | $1,320 | $2,057-35.8% | $2,822-53.2% | $3,192-58.6% |
| Admin fee / account holder | $5,864 | $3,268+79.5% | $4,499+30.3% | $4,297+36.5% |