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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 | $106,749-60.1% | $145,433-70.7% | $82,448-48.4% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,597 | $6,519-29.5% | $7,897-41.8% | $4,139+11.1% |
| Admin fee / account holder | $1,415 | $8,390-83.1% | $13,129-89.2% | $7,234-80.4% |