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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 | $65,092 | $156,616-58.4% | $133,346-51.2% | $198,609-67.2% |
| Participation rate | 77.8% | 77.7%+0.1pp | 72.8%+4.9pp | 82.4%-4.6pp |
| Annual return | 10.41% | 44.25%-33.8pp | 36.85%-26.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,406 | $4,920-30.8% | $4,332-21.4% | $6,977-51.2% |
| Admin fee / account holder | $1,635 | $17,468-90.6% | $14,264-88.5% | $19,030-91.4% |