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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 | $25,478 | $89,367-71.5% | $141,191-82.0% | $72,975-65.1% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 30.52% | 111.87%-81.3pp | 71.41%-40.9pp | 81.01%-50.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,280 | $5,419+89.7% | $6,710+53.2% | $3,608+185.0% |
| Admin fee / account holder | $2,428 | $5,957-59.2% | $10,264-76.3% | $5,124-52.6% |