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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 | $121,444 | $124,346-2.3% | $111,308+9.1% | $167,536-27.5% |
| Participation rate | 78.9% | 79.6%-0.7pp | 77.3%+1.6pp | 82.1%-3.2pp |
| Annual return | 14.43% | 37.45%-23.0pp | 54.67%-40.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,906 | $5,182+71.9% | $4,487+98.5% | $6,342+40.4% |
| Admin fee / account holder | $455 | $10,621-95.7% | $7,965-94.3% | $12,315-96.3% |