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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 | $36,464 | $81,643-55.3% | $70,462-48.2% | $158,950-77.1% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 14.75% | 208.51%-193.8pp | 109.08%-94.3pp | 302.91%-288.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,231 | $4,555+36.8% | $3,710+68.0% | $5,983+4.2% |
| Admin fee / account holder | $442 | $6,194-92.9% | $3,845-88.5% | $11,248-96.1% |