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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 | $80,951 | $58,241+39.0% | $81,780-1.0% | $80,9110% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.4%+9.8pp | 67.6%+14.5pp |
| Annual return | 16.12% | 41.73%-25.6pp | 776.27%-760.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,000 | $3,283+113.2% | $4,321+62.0% | $4,297+62.9% |
| Admin fee / account holder | $3,368 | $4,973-32.3% | $7,384-54.4% | $6,935-51.4% |