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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 | $46,446 | $121,677-61.8% | $104,625-55.6% | $158,966-70.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 12.74% | 465.58%-452.8pp | 340.60%-327.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,052 | $4,175-50.8% | $3,738-45.1% | $5,983-65.7% |
| Admin fee / account holder | $556 | $7,777-92.8% | $6,465-91.4% | $11,250-95.1% |