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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 | $79,509 | $176,794-55.0% | $146,647-45.8% | $167,553-52.5% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 38.99% | 24.04%+15.0pp | 22.75%+16.2pp | 478.89%-439.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,063 | $6,440-68.0% | $5,506-62.5% | $6,343-67.5% |
| Admin fee / account holder | $320 | $13,262-97.6% | $10,281-96.9% | $12,316-97.4% |