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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 | $192,308 | $124,346+54.7% | $111,308+72.8% | $167,536+14.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 19.31% | 37.45%-18.1pp | 54.67%-35.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,114 | $5,182-39.9% | $4,487-30.6% | $6,342-50.9% |
| Admin fee / account holder | $6,391 | $10,621-39.8% | $7,965-19.8% | $12,315-48.1% |