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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 | $51,732 | $232,540-77.8% | $185,117-72.1% | $147,586-64.9% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 22.17% | 43.03%-20.9pp | 40.50%-18.3pp | 578.59%-556.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,778 | $5,834-35.2% | $5,045-25.1% | $5,439-30.5% |
| Admin fee / account holder | $5,630 | $10,275-45.2% | $8,159-31.0% | $10,886-48.3% |