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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 | $50,848 | $47,479+7.1% | $62,929-19.2% | $82,448-38.3% |
| Participation rate | 89.2% | 66.9%+22.3pp | 73.1%+16.1pp | 68.1%+21.1pp |
| Annual return | 14.39% | 20.34%-6.0pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,806 | $2,870+241.6% | $3,888+152.2% | $4,139+136.9% |
| Admin fee / account holder | $2,183 | $3,804-42.6% | $5,065-56.9% | $7,234-69.8% |