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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 | $73,539 | $63,346+16.1% | $92,240-20.3% | $70,126+4.9% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.0pp |
| Annual return | 24.91% | 530.19%-505.3pp | 176.29%-151.4pp | 73.15%-48.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,231 | $2,854+83.3% | $3,897+34.2% | $3,332+57.0% |
| Admin fee / account holder | $3,544 | $3,841-7.7% | $5,194-31.8% | $4,645-23.7% |