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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 | $32,680 | $105,210-68.9% | $159,487-79.5% | $85,851-61.9% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 18.34% | 45.08%-26.7pp | 263.71%-245.4pp | 318.63%-300.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,145 | $5,946+53.8% | $7,354+24.4% | $3,952+131.4% |
| Admin fee / account holder | $767 | $6,934-88.9% | $10,804-92.9% | $6,261-87.7% |