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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 | $22,148 | $45,041-50.8% | $63,003-64.8% | $70,131-68.4% |
| Participation rate | 94.7% | 69.5%+25.2pp | 74.8%+19.9pp | 69.5%+25.1pp |
| Annual return | 16.96% | 18.76%-1.8pp | 87.59%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,582 | $2,052-22.9% | $2,760-42.7% | $2,342-32.5% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,932 | $2,836+3.4% | $3,600-18.5% | $4,645-36.9% |