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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 | $16,736 | $208,088-92.0% | $186,193-91.0% | $154,746-89.2% |
| Participation rate | 86.4% | 80.0%+6.4pp | 77.1%+9.3pp | 80.7%+5.7pp |
| Annual return | 16.55% | 89.97%-73.4pp | 78.03%-61.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,604 | $7,078-63.2% | $6,513-60.0% | $6,730-61.3% |
| Admin fee / account holder | $1,059 | $11,698-90.9% | $11,058-90.4% | $14,365-92.6% |