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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 | $64,983 | $58,234+11.6% | $81,783-20.5% | $80,874-19.6% |
| Participation rate | 70.4% | 63.4%+6.9pp | 72.4%-2.0pp | 67.6%+2.7pp |
| Annual return | 11.47% | 41.70%-30.2pp | 775.05%-763.6pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,042 | $3,283+205.9% | $4,320+132.4% | $4,297+133.7% |
| Admin fee / account holder | $8,843 | $4,982+77.5% | $7,380+19.8% | $6,935+27.5% |