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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 | $10,290 | $51,638-80.1% | $68,368-84.9% | $82,448-87.5% |
| Participation rate | 83.5% | 63.6%+19.9pp | 73.8%+9.8pp | 68.1%+15.5pp |
| Annual return | 36.28% | 37.53%-1.3pp | 292.57%-256.3pp | 41.64%-5.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,754 | $2,914-5.5% | $4,123-33.2% | $4,139-33.5% |
| Admin fee / account holder | $1,114 | $4,643-76.0% | $5,150-78.4% | $7,234-84.6% |