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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 | $38,489 | $91,559-58.0% | $133,971-71.3% | $79,852-51.8% |
| Participation rate | 94.9% | 73.3%+21.6pp | 79.8%+15.1pp | 69.6%+25.3pp |
| Annual return | 20.11% | 61.85%-41.7pp | 45.09%-25.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,009 | $3,734+141.3% | $5,047+78.5% | $3,740+140.9% |
| Admin fee / account holder | $6,810 | $6,321+7.7% | $8,929-23.7% | $5,306+28.3% |