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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 | $68,609 | $68,681-0.1% | $86,625-20.8% | $85,851-20.1% |
| Participation rate | 92.2% | 66.4%+25.8pp | 71.6%+20.5pp | 69.3%+22.8pp |
| Annual return | 17.25% | 20.12%-2.9pp | 63.52%-46.3pp | 318.63%-301.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,704 | $2,919+61.1% | $3,700+27.1% | $3,952+19.0% |
| Admin fee / account holder | $3,072 | $5,974-48.6% | $5,830-47.3% | $6,261-50.9% |