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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 | $6,231 | $49,976-87.5% | $66,674-90.7% | $82,637-92.5% |
| Participation rate | 89.3% | 63.1%+26.2pp | 73.7%+15.6pp | 68.1%+21.2pp |
| Annual return | 20.27% | 39.09%-18.8pp | 321.24%-301.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,130 | $2,847-25.2% | $4,084-47.9% | $4,126-48.4% |
| Admin fee / account holder | $1,278 | $4,594-72.2% | $5,098-74.9% | $7,339-82.6% |