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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 | $63,308 | $59,116+7.1% | $86,438-26.8% | $68,486-7.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | 42.02% | -0.23%+42.3pp | 4397.19%-4355.2pp | -7.85%+49.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,529 | $5,902+95.4% | $6,952+65.8% | $4,028+186.3% |
| Admin fee / account holder | $4,062 | $5,639-28.0% | $6,733-39.7% | $5,404-24.8% |