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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 | $96,490 | $162,529-40.6% | $130,788-26.2% | $154,746-37.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | 13.55% | 510.48%-496.9pp | 386.44%-372.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,308 | $4,808-52.0% | $4,137-44.2% | $6,730-65.7% |
| Admin fee / account holder | $2,784 | $7,669-63.7% | $6,673-58.3% | $14,365-80.6% |