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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 | $24,383 | $47,944-49.1% | $67,834-64.1% | $62,881-61.2% |
| Participation rate | 97.1% | 61.1%+36.0pp | 68.8%+28.3pp | 69.3%+27.8pp |
| Annual return | 5.12% | 11.77%-6.6pp | 138.47%-133.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,398 | $1,562-10.5% | $2,403-41.8% | $2,281-38.7% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $327 | $3,712-91.2% | $4,622-92.9% | $4,296-92.4% |