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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 | $54,940 | $102,595-46.4% | $94,057-41.6% | $154,746-64.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 10.81% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,996 | $5,118-2.4% | $4,709+6.1% | $6,730-25.8% |
| Admin fee / account holder | $8,095 | $7,736+4.6% | $7,244+11.7% | $14,365-43.7% |