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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 | $48,327-9.3% | $67,575-35.2% | $80,935-45.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.7%+18.1pp |
| Annual return | 13.60% | 18.31%-4.7pp | 3528.98%-3515.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,377 | $2,927+83.7% | $4,003+34.3% | $4,299+25.1% |
| Admin fee / account holder | $6,095 | $3,692+65.1% | $3,993+52.6% | $6,924-12.0% |