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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 | $88,199 | $63,346+39.2% | $92,240-4.4% | $70,126+25.8% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 15.43% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,060 | $2,854-27.8% | $3,897-47.2% | $3,332-38.2% |
| Admin fee / account holder | $2,507 | $3,841-34.7% | $5,194-51.7% | $4,645-46.0% |