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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 | $64,309 | $116,203-44.7% | $93,621-31.3% | $152,897-57.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 17.60% | 35.96%-18.4pp | 32.76%-15.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,653 | $4,605-42.4% | $4,070-34.8% | $5,851-54.7% |
| Admin fee / account holder | $12,013 | $10,751+11.7% | $7,890+52.3% | $11,599+3.6% |