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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 | $59,663 | $116,203-48.7% | $93,621-36.3% | $152,897-61.0% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.8%+5.1pp | 82.5%-1.5pp |
| Annual return | 20.77% | 35.96%-15.2pp | 32.76%-12.0pp | 345.43%-324.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,293 | $4,605-50.2% | $4,070-43.7% | $5,851-60.8% |
| Admin fee / account holder | $1,639 | $10,751-84.8% | $7,890-79.2% | $11,599-85.9% |