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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 | $58,258+11.5% | $81,820-20.6% | $80,925-19.7% |
| Participation rate | 70.4% | 63.5%+6.9pp | 72.4%-2.0pp | 67.7%+2.7pp |
| Annual return | 11.47% | 41.76%-30.3pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,042 | $3,284+205.8% | $4,323+132.3% | $4,299+133.6% |
| Admin fee / account holder | $8,843 | $4,976+77.7% | $7,391+19.7% | $6,940+27.4% |