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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 | $53,841-31.8% | $75,731-51.5% | $85,851-57.2% |
| Participation rate | 90.2% | 69.0%+21.2pp | 74.8%+15.4pp | 69.3%+20.9pp |
| Annual return | 24.47% | 24.54%-0.1pp | 104.65%-80.2pp | 318.63%-294.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,112 | $2,895+7.5% | $3,820-18.5% | $3,952-21.3% |
| Admin fee / account holder | $1,156 | $3,340-65.4% | $3,620-68.1% | $6,261-81.5% |