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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 | $54,633 | $53,837+1.5% | $75,714-27.8% | $85,847-36.4% |
| Participation rate | 81.5% | 69.1%+12.4pp | 74.8%+6.6pp | 69.3%+12.2pp |
| Annual return | 12.79% | 24.54%-11.8pp | 104.62%-91.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,512 | $2,895+55.8% | $3,820+18.1% | $3,952+14.2% |
| Admin fee / account holder | $5,584 | $3,339+67.2% | $3,619+54.3% | $6,261-10.8% |