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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 | $81,233-11.3% | $155,567-53.7% | $80,874-10.9% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,011 | $3,101-67.4% | $4,674-78.4% | $2,756-63.3% |
| Participant deferral / active EE | $3,274 | $3,452-5.2% | $5,628-41.8% | $4,297-23.8% |
| Admin fee / account holder | $7,877 | $7,998-1.5% | $15,916-50.5% | $6,935+13.6% |