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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 | $37,375 | $152,592-75.5% | $125,180-70.1% | $152,885-75.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 20.05% | 54.84%-34.8pp | 43.79%-23.7pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,841 | $5,868+16.6% | $4,937+38.6% | $5,851+16.9% |
| Admin fee / account holder | $2,734 | $13,435-79.6% | $9,703-71.8% | $11,598-76.4% |