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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 | $166,276 | $89,367+86.1% | $141,191+17.8% | $72,975+127.9% |
| Participation rate | 74.5% | 75.1%-0.7pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 26.86% | 111.87%-85.0pp | 71.41%-44.5pp | 81.01%-54.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,975 | $5,419+102.5% | $6,710+63.6% | $3,608+204.2% |
| Admin fee / account holder | $5,337 | $5,957-10.4% | $10,264-48.0% | $5,124+4.2% |