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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 | $55,320 | $154,193-64.1% | $130,045-57.5% | $139,466-60.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 15.05% | 32.51%-17.5pp | -137.30%+152.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,543 | $6,709-62.1% | $5,820-56.3% | $6,712-62.1% |
| Admin fee / account holder | $1,723 | $13,989-87.7% | $10,600-83.7% | $11,409-84.9% |