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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 | $47,525 | $85,766-44.6% | $136,298-65.1% | $70,126-32.2% |
| Participation rate | 75.6% | 74.2%+1.5pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 16.56% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,380 | $5,051+6.5% | $6,247-13.9% | $3,332+61.5% |
| Admin fee / account holder | $6,383 | $5,421+17.7% | $9,244-31.0% | $4,645+37.4% |