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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 | $55,506 | $208,088-73.3% | $186,193-70.2% | $154,746-64.1% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 16.37% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,663 | $7,078-34.1% | $6,513-28.4% | $6,730-30.7% |
| Admin fee / account holder | $4,361 | $11,698-62.7% | $11,058-60.6% | $14,365-69.6% |