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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 | $58,073 | $109,372-46.9% | $89,414-35.1% | $158,966-63.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 18.77% | 345.55%-326.8pp | 245.50%-226.7pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,490 | $4,598+62.9% | $3,890+92.6% | $5,983+25.2% |
| Admin fee / account holder | $7,926 | $6,156+28.7% | $4,883+62.3% | $11,250-29.5% |