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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 | $36,716 | $53,832-31.8% | $75,702-51.5% | $85,854-57.2% |
| Participation rate | 90.2% | 69.1%+21.1pp | 74.8%+15.4pp | 69.3%+20.9pp |
| Annual return | 24.47% | 24.55%-0.1pp | 104.56%-80.1pp | 318.56%-294.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,112 | $2,896+7.5% | $3,822-18.6% | $3,952-21.2% |
| Admin fee / account holder | $1,156 | $3,341-65.4% | $3,619-68.1% | $6,260-81.5% |