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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 | $33,309 | $83,681-60.2% | $82,312-59.5% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 76.9%-76.9pp | - |
| Annual return | 12.97% | 13.76%-0.8pp | 25.88%-12.9pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $0 | $2,851-100.0% | $3,706-100.0% | - |
| Admin fee / account holder | $2,104 | $3,032-30.6% | $5,608-62.5% | - |