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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 | $63,462 | $115,796-45.2% | $101,264-37.3% | $158,950-60.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 10.17% | 56.15%-46.0pp | 46.48%-36.3pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,133 | $4,958+84.2% | $4,370+109.0% | $5,983+52.7% |
| Admin fee / account holder | $1,445 | $7,247-80.1% | $5,947-75.7% | $11,248-87.2% |