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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 | $38,131 | $88,672-57.0% | $105,223-63.8% | $82,448-53.8% |
| Participation rate | 85.5% | 67.9%+17.6pp | 75.0%+10.5pp | 68.1%+17.4pp |
| Annual return | 13.03% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,478 | $3,048-51.5% | $3,689-59.9% | $2,551-42.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,643 | $7,146-63.0% | $8,859-70.2% | $7,234-63.5% |