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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 | $16,294 | $49,976-67.4% | $66,674-75.6% | $82,637-80.3% |
| Participation rate | 74.5% | 63.1%+11.4pp | 73.7%+0.8pp | 68.1%+6.5pp |
| Annual return | 18.75% | 39.09%-20.3pp | 321.24%-302.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,953 | $2,847+3.7% | $4,084-27.7% | $4,126-28.4% |
| Admin fee / account holder | $741 | $4,594-83.9% | $5,098-85.5% | $7,339-89.9% |