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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 | $29,451 | $105,856-72.2% | $90,161-67.3% | $147,586-80.0% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 21.50% | 37.63%-16.1pp | 34.89%-13.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,877 | $5,733+159.5% | $5,287+181.4% | $5,439+173.5% |
| Admin fee / account holder | $2,399 | $8,046-70.2% | $5,943-59.6% | $10,886-78.0% |