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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 | $155,121 | $52,353+196.3% | $120,225+29.0% | $82,448+88.1% |
| Participation rate | 70.8% | 58.3%+12.5pp | 69.6%+1.3pp | 68.1%+2.8pp |
| Annual return | 15.33% | 61.85%-46.5pp | 439.23%-423.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,749 | $2,627+271.2% | $3,999+143.8% | $4,139+135.5% |
| Admin fee / account holder | $1,843 | $4,363-57.8% | $5,696-67.7% | $7,234-74.5% |