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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 | $72,068 | $81,331-11.4% | $155,534-53.7% | $80,935-11.0% |
| Participation rate | 93.9% | 66.3%+27.6pp | 78.2%+15.7pp | 67.7%+26.2pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,011 | $3,105-67.4% | $4,675-78.4% | $2,757-63.3% |
| Participant deferral / active EE | $3,274 | $3,454-5.2% | $5,630-41.8% | $4,299-23.8% |
| Admin fee / account holder | $7,877 | $7,999-1.5% | $15,900-50.5% | $6,924+13.8% |