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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 | $11,342 | $69,248-83.6% | $64,101-82.3% | $139,466-91.9% |
| Participation rate | 76.5% | 75.6%+0.9pp | 72.3%+4.2pp | 80.3%-3.9pp |
| Annual return | 19.07% | 45.95%-26.9pp | 33.72%-14.6pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,823 | $4,682-39.7% | $3,881-27.3% | $6,712-57.9% |
| Admin fee / account holder | $1,039 | $4,247-75.5% | $3,070-66.2% | $11,409-90.9% |