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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 | $46,239 | $98,760-53.2% | $149,715-69.1% | $79,858-42.1% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 20.18% | 27.43%-7.2pp | 276.66%-256.5pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,948 | $5,681+22.3% | $6,842+1.5% | $3,740+85.8% |
| Admin fee / account holder | $1,650 | $6,053-72.7% | $9,310-82.3% | $5,306-68.9% |