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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 | $43,813 | $48,314-9.3% | $67,561-35.2% | $80,925-45.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.7%+18.1pp |
| Annual return | 13.60% | 18.28%-4.7pp | 3525.44%-3511.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,377 | $2,927+83.7% | $4,003+34.3% | $4,299+25.1% |
| Admin fee / account holder | $6,095 | $3,690+65.2% | $4,006+52.2% | $6,940-12.2% |