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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 | $76,626 | $93,346-17.9% | $71,796+6.7% | $273,972-72.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 2.29% | 130.39%-128.1pp | 78.04%-75.8pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,843 | $3,475-47.0% | $2,794-34.0% | $5,287-65.1% |
| Admin fee / account holder | $889 | $6,571-86.5% | $4,815-81.5% | $10,133-91.2% |