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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 | $10,268 | $100,139-89.7% | $85,187-87.9% | $145,884-93.0% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 13.88% | 84.15%-70.3pp | 66.67%-52.8pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,166 | $5,296-40.2% | $4,525-30.0% | $6,690-52.7% |
| Admin fee / account holder | $4,135 | $7,262-43.1% | $6,162-32.9% | $13,392-69.1% |