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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 | $42,522 | $85,766-50.4% | $136,298-68.8% | $70,126-39.4% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 20.98% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,947 | $5,051+136.5% | $6,247+91.2% | $3,332+258.6% |
| Admin fee / account holder | $7,810 | $5,421+44.1% | $9,244-15.5% | $4,645+68.1% |