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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 | $113,861 | $106,923+6.5% | $84,023+35.5% | $152,909-25.5% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 24.38% | 105.02%-80.6pp | 71.32%-46.9pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,487 | $4,013-38.0% | $3,239-23.2% | $5,851-57.5% |
| Admin fee / account holder | $8,399 | $8,289+1.3% | $6,102+37.6% | $11,601-27.6% |