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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 | $19,135 | $73,787-74.1% | $98,716-80.6% | $82,448-76.8% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.3%+1.7pp | 68.1%+2.9pp |
| Annual return | 13.56% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,614 | $3,081-47.6% | $4,048-60.1% | $4,139-61.0% |
| Admin fee / account holder | $1,069 | $6,500-83.6% | $8,703-87.7% | $7,234-85.2% |