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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 | $45,227 | $89,367-49.4% | $141,191-68.0% | $72,975-38.0% |
| Participation rate | 75.5% | 75.1%+0.3pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 23.79% | 111.87%-88.1pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,425 | $5,419+18.6% | $6,710-4.2% | $3,608+78.1% |
| Admin fee / account holder | $4,926 | $5,957-17.3% | $10,264-52.0% | $5,124-3.9% |