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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 | $12,276 | $59,440-79.3% | $78,004-84.3% | $82,637-85.1% |
| Participation rate | 84.6% | 62.8%+21.8pp | 69.4%+15.2pp | 68.1%+16.6pp |
| Annual return | 22.20% | 40.24%-18.0pp | 31.07%-8.9pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,590 | $3,138+14.4% | $4,092-12.3% | $4,126-13.0% |
| Admin fee / account holder | $5,438 | $5,504-1.2% | $7,578-28.2% | $7,339-25.9% |