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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 | $3,843 | $49,976-92.3% | $66,674-94.2% | $82,637-95.3% |
| Participation rate | 73.3% | 63.1%+10.2pp | 73.7%-0.3pp | 68.1%+5.3pp |
| Annual return | 21.56% | 39.09%-17.5pp | 321.24%-299.7pp | 53.51%-31.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,798 | $2,847-36.8% | $4,084-56.0% | $4,126-56.4% |
| Admin fee / account holder | $433 | $4,594-90.6% | $5,098-91.5% | $7,339-94.1% |