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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 | $42,577 | $106,864-60.2% | $147,318-71.1% | $82,637-48.5% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.1%-0.8pp | 68.1%+13.2pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,597 | $6,496-29.2% | $7,906-41.9% | $4,126+11.4% |
| Admin fee / account holder | $1,415 | $8,415-83.2% | $13,708-89.7% | $7,339-80.7% |