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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 | $67,391 | $98,766-31.8% | $149,730-55.0% | $79,852-15.6% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.5%-1.6pp | 69.6%+11.2pp |
| Annual return | 27.82% | 27.43%+0.4pp | 276.70%-248.9pp | 31.72%-3.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,638 | $5,681+34.5% | $6,843+11.6% | $3,740+104.2% |
| Admin fee / account holder | $4,676 | $6,052-22.7% | $9,310-49.8% | $5,306-11.9% |