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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 | $49,861 | $162,136-69.2% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,455 | $8,341-22.6% | $8,004-19.3% | $6,730-4.1% |
| Admin fee / account holder | $1,073 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |