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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 | $202,761 | $95,415+112.5% | $185,851+9.1% | $85,851+136.2% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 15.48% | 23.59%-8.1pp | 122.11%-106.6pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,697 | $3,424-21.2% | $5,569-51.6% | $3,952-31.8% |
| Admin fee / account holder | $619 | $7,215-91.4% | $16,245-96.2% | $6,261-90.1% |