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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 | $30,719 | $105,210-70.8% | $159,487-80.7% | $85,851-64.2% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.8%-7.3pp | 69.3%+6.3pp |
| Annual return | 17.86% | 45.08%-27.2pp | 263.71%-245.8pp | 318.63%-300.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,400 | $5,946-26.0% | $7,354-40.2% | $3,952+11.3% |
| Admin fee / account holder | $1,462 | $6,934-78.9% | $10,804-86.5% | $6,261-76.6% |