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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 | $41,054 | $48,011-14.5% | $63,803-35.7% | $82,637-50.3% |
| Participation rate | 71.4% | 66.6%+4.9pp | 72.7%-1.3pp | 68.1%+3.4pp |
| Annual return | 19.53% | 19.84%-0.3pp | 543.72%-524.2pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,860 | $2,846+141.0% | $3,843+78.5% | $4,126+66.3% |
| Admin fee / account holder | $491 | $3,873-87.3% | $5,196-90.5% | $7,339-93.3% |